VCS
ITOT icon

Vaughan & Co Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Vaughan & Co Securities’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,383
Closed -$79.1K – 102
2020
Q1 		$79.1K Hold
1,383
– – 0.1% 65
2019
Q4 		$101K Buy
+1,383
New +$96.2K 0.09% 64

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vaughan & Co Securities's ITOT Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020, closing a stake of 1,383 shares — an estimated $79.1K sold.

Vaughan & Co Securities first reported a position in ITOT in Q4 2019 and held it in 2 quarters. The position peaked at $101K in Q4 2019. 684 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 1,383 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $79.1K.
  • Vaughan & Co Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares Core S&P Total US Stock Market ETF position peaked at $101K in Q4 2019.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.