VFM
VTI icon

Vivid Financial Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Vivid Financial 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
2021
Q4 		$317K Hold
1,312
– – 0.12% 95
2021
Q3 		$291K Buy
+1,312
New +$299K 0.12% 109

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vivid Financial Management's VTI Position: Q4 2021 in Review

Vivid Financial Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q4 2021 at 1,312 shares worth $317K. The position accounts for 0.12% of the portfolio, ranked #95.

Vivid Financial Management first reported a position in VTI in Q3 2021 and has held it in 2 quarters since. 2,231 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

  • Vivid Financial Management held 1,312 shares of Vanguard Total Stock Market ETF worth $317K as of Q4 2021.
  • Vivid Financial Management left its Vanguard Total Stock Market ETF share count unchanged in Q4 2021.
  • Vanguard Total Stock Market ETF made up 0.12% of Vivid Financial Management's portfolio in Q4 2021, its #95 holding.
  • Vivid Financial Management first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and has held it in 2 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.