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

V Wealth 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	$2.24M	Sell	10,554 -9,044	-46%	-$2M	1.8%	11
2023 Q2	$4.32M	Sell	19,598 -2,455	-11%	-$512K	0.72%	26
2023 Q1	$4.5M	Sell	22,053 -3,256	-13%	-$652K	0.84%	21
2022 Q4	$4.84M	Sell	25,309 -26,375	-51%	-$5.08M	1%	17
2022 Q3	$9.28M	Sell	51,684 -3,347	-6%	-$667K	1.86%	8
2022 Q2	$10.4M	Buy	55,031 +3,562	+7%	+$732K	1.96%	7
2022 Q1	$11.7M	Sell	51,469 -15,299	-23%	-$3.44M	1.88%	7
2021 Q4	$16.1M	Buy	66,768 +6,944	+12%	+$1.64M	2.36%	7
2021 Q3	$13.3M	Buy	59,824 +26,966	+82%	+$6.15M	2.05%	7
2021 Q2	$7.32M	Buy	32,858 +95	+0.3%	+$20.6K	1.17%	9
2021 Q1	$6.77M	Buy	32,763 +1,945	+6%	+$394K	1.24%	10
2020 Q4	$6M	Buy	30,818 +29,140	+1,737%	+$5.33M	1.24%	9
2020 Q3	$286K	Sell	1,678 -31,188	-95%	-$5.25M	0.2%	130
2020 Q2	$5.14M	Sell	32,866 -355	-1%	-$52.4K	1.34%	10
2020 Q1	$4.28M	Sell	33,221 -4,045	-11%	-$625K	1.34%	15
2019 Q4	$5.63M	Hold	37,266	–	–	2.01%	7
2019 Q3	$5.63M	Buy	37,266 +1,994	+6%	+$301K	2.01%	7
2019 Q2	$5.32M	Buy	35,272 +112	+0.3%	+$16.5K	2.02%	7
2019 Q1	$5.25M	Sell	35,160 -2,451	-7%	-$342K	2.12%	6
2018 Q4	$5M	Sell	37,611 -3,501	-9%	-$483K	2.54%	4
2018 Q3	$6.14M	Buy	41,112 +4,031	+11%	+$593K	2.84%	5
2018 Q2	$5.35M	Buy	37,081 +1,681	+5%	+$235K	2.99%	4
2018 Q1	$4.7M	Buy	35,400 +3,627	+11%	+$509K	2.51%	5
2017 Q4	$4.51M	Buy	31,773 +1,618	+5%	+$217K	2.27%	5
2017 Q3	$3.91M	Sell	30,155 -847	-3%	-$107K	1.98%	8
2017 Q2	$3.85M	Buy	31,002 +2,285	+8%	+$282K	1.81%	8
2017 Q1	$3.48M	Buy	28,717 +671	+2%	+$80.4K	2.13%	5
2016 Q4	$3.24M	Buy	28,046 +17,453	+165%	+$1.96M	2.37%	2
2016 Q3	$1.18M	Buy	10,593 +107	+1%	+$11.9K	0.96%	38
2016 Q2	$1.12M	Buy	10,486 +310	+3%	+$32.9K	0.92%	38
2016 Q1	$1.06M	Buy	+10,176	New	+$1.01M	0.85%	43

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

V Wealth Advisors's VTI Position: Q3 2023 in Review

V Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 46% in Q3 2023, selling an estimated $2M and leaving 10,554 shares worth $2.24M. The position accounts for 1.8% of the portfolio, ranked #11.

V Wealth Advisors first reported a position in VTI in Q1 2016 and has held it in 31 quarters since. The position peaked at $16.1M in Q4 2021. 2,404 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

V Wealth Advisors held 10,554 shares of Vanguard Morningstar Total Stock Market ETF worth $2.24M as of Q3 2023.
V Wealth Advisors sold 9,044 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $2M.
Vanguard Morningstar Total Stock Market ETF made up 1.8% of V Wealth Advisors's portfolio in Q3 2023, its #11 holding.
V Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 31 quarters since.
V Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $16.1M in Q4 2021.
2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.