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Tiedemann Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tiedemann Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$105M Buy
494,534
+35,457
+8% +$7.85M 4.5% 8
2023
Q2 		$101M Sell
459,077
-3,407
-0.7% -$711K 4.3% 7
2023
Q1 		$94.4M Sell
462,484
-9,215
-2% -$1.84M 4.29% 7
2022
Q4 		$90.2M Buy
471,699
+23,281
+5% +$4.49M 4.32% 7
2022
Q3 		$80.5M Sell
448,418
-3,279
-0.7% -$654K 4.88% 5
2022
Q2 		$85.2M Sell
451,697
-39,898
-8% -$8.2M 6.41% 3
2022
Q1 		$112M Buy
491,595
+27,426
+6% +$6.17M 5.69% 4
2021
Q4 		$112M Sell
464,169
-24,138
-5% -$5.7M 5.46% 4
2021
Q3 		$108M Sell
488,307
-99,302
-17% -$22.6M 5.78% 4
2021
Q2 		$131M Buy
587,609
+2,881
+0.5% +$625K 5.25% 5
2021
Q1 		$121M Buy
584,728
+4,488
+0.8% +$908K 5.29% 5
2020
Q4 		$113M Sell
580,240
-4,538
-0.8% -$829K 5.47% 5
2020
Q3 		$99.6M Sell
584,778
-5,755
-1% -$968K 4.81% 5
2020
Q2 		$92.4M Sell
590,533
-32,835
-5% -$4.84M 4.91% 6
2020
Q1 		$80.4M Buy
623,368
+277,552
+80% +$42.9M 5.2% 4
2019
Q4 		$56.6M Sell
345,816
-656
-0.2% -$103K 2.71% 8
2019
Q3 		$52.3M Buy
346,472
+40
+0% +$6.03K 2.51% 8
2019
Q2 		$52M Sell
346,432
-28
-0% -$4.12K 2.6% 9
2019
Q1 		$50.1M Buy
346,460
+947
+0.3% +$132K 2.36% 8
2018
Q4 		$44.1M Sell
345,513
-20,781
-6% -$2.87M 2.25% 9
2018
Q3 		$55.1M Buy
366,294
+218,480
+148% +$32.2M 3.26% 9
2018
Q2 		$20.8M Sell
147,814
-1,772
-1% -$247K 1.33% 15
2018
Q1 		$20.3M Buy
149,586
+4,180
+3% +$586K 1.39% 14
2017
Q4 		$20M Buy
145,406
+54,954
+61% +$7.35M 1.53% 15
2017
Q3 		$11.7M Buy
90,452
+87,985
+3,566% +$11.1M 1.05% 20
2017
Q2 		$307K Buy
+2,467
New +$304K 0.02% 363

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tiedemann Advisors's VTI Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.7% in Q3 2023, buying an estimated $7.85M and bringing the position to 494,534 shares worth $105M. The position accounts for 4.5% of the portfolio, ranked #8.

Tiedemann Advisors first reported a position in VTI in Q2 2017 and has held it in 26 quarters since. The position peaked at $131M in Q2 2021. 2,404 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • Tiedemann Advisors held 494,534 shares of Vanguard Morningstar Total Stock Market ETF worth $105M as of Q3 2023.
  • Tiedemann Advisors bought 35,457 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $7.85M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.5% of Tiedemann Advisors's portfolio in Q3 2023, its #8 holding.
  • Tiedemann Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 26 quarters since.
  • Tiedemann Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $131M in Q2 2021.
  • 2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.