Titus Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Titus Wealth Management’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
2022 Q2	$1.85M	Buy	9,798 +727	+8%	+$149K	0.93%	24
2022 Q1	$2.06M	Sell	9,071 -29	-0.3%	-$6.52K	0.93%	23
2021 Q4	$2.2M	Sell	9,100 -74	-0.8%	-$17.5K	0.99%	20
2021 Q3	$2.04M	Buy	9,174 +3,205	+54%	+$731K	1.07%	18
2021 Q2	$1.33M	Sell	5,969 -19	-0.3%	-$4.12K	0.72%	24
2021 Q1	$1.24M	Sell	5,988 -279	-4%	-$56.5K	0.72%	24
2020 Q4	$1.22M	Buy	6,267 +2	+0%	+$366	0.75%	25
2020 Q3	$1.07M	Sell	6,265 -58	-0.9%	-$9.76K	0.76%	27
2020 Q2	$990K	Buy	6,323 +137	+2%	+$20.2K	0.78%	27
2020 Q1	$797K	Sell	6,186 -136	-2%	-$21K	0.75%	26
2019 Q4	$1.03M	Sell	6,322 -1,568	-20%	-$246K	1.04%	24
2019 Q3	$1.19M	Sell	7,890 -484	-6%	-$73K	1.09%	19
2019 Q2	$1.26M	Sell	8,374 -2,867	-26%	-$422K	1.24%	19
2019 Q1	$1.63K	Buy	11,241 +252	+2%	+$35.2K	1.43%	15
2018 Q4	$1.4K	Sell	10,989 -53	-0.5%	-$7.32K	1.2%	16
2018 Q3	$1.65M	Sell	11,042 -76	-0.7%	-$11.2K	1.42%	16
2018 Q2	$156K	Sell	11,118 -1,250	-10%	-$174K	0.17%	85
2018 Q1	$1.52M	Buy	12,368 +336	+3%	+$47.1K	1.46%	17
2017 Q4	$1.65M	Buy	+12,032	New	+$1.61M	1.86%	15

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Titus Wealth Management's VTI Position: Q2 2022 in Review

Titus Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 8% in Q2 2022, buying an estimated $149K and bringing the position to 9,798 shares worth $1.85M. The position accounts for 0.93% of the portfolio, ranked #24.

Titus Wealth Management first reported a position in VTI in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.2M in Q4 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Titus Wealth Management held 9,798 shares of Vanguard Total Stock Market ETF worth $1.85M as of Q2 2022.
Titus Wealth Management bought 727 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $149K.
Vanguard Total Stock Market ETF made up 0.93% of Titus Wealth Management's portfolio in Q2 2022, its #24 holding.
Titus Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's Vanguard Total Stock Market ETF position peaked at $2.2M in Q4 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.