True Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

True Capital 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
2023 Q1	$1.03M	Buy	5,039 +1	+0%	+$200	0.7%	38
2022 Q4	$963K	Buy	+5,038	New	+$971K	0.78%	36

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

True Capital Management's VTI Position: Q1 2023 in Review

True Capital Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.02% in Q1 2023, buying an estimated $200 and bringing the position to 5,039 shares worth $1.03M. The position accounts for 0.7% of the portfolio, ranked #38.

True Capital Management first reported a position in VTI in Q4 2022 and has held it in 2 quarters since. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

True Capital Management held 5,039 shares of Vanguard Total Stock Market ETF worth $1.03M as of Q1 2023.
True Capital Management bought 1 Vanguard Total Stock Market ETF share in Q1 2023, an estimated $200.
Vanguard Total Stock Market ETF made up 0.7% of True Capital Management's portfolio in Q1 2023, its #38 holding.
True Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 2 quarters since.
2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.