Vontobel Holding’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vontobel Holding’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 Q1	–	Sell	-910	Closed	-$220K	–	1141
2021 Q4	$220K	Hold	910	–	–	﹤0.01%	984
2021 Q3	$202K	Buy	910 +450	+98%	+$103K	﹤0.01%	1036
2021 Q2	$102K	Buy	+460	New	+$99.8K	﹤0.01%	1081

Other funds holding VTI

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

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Vontobel Holding's VTI Position: Q1 2022 in Review

Vontobel Holding sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 910 shares — an estimated $220K sold.

Vontobel Holding first reported a position in VTI in Q2 2021 and held it in 3 quarters. The position peaked at $220K in Q4 2021. 2,227 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Vontobel Holding reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Vontobel Holding sold 910 Vanguard Morningstar Total Stock Market ETF shares in Q1 2022, an estimated $220K.
Vontobel Holding first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 3 quarters.
Vontobel Holding's Vanguard Morningstar Total Stock Market ETF position peaked at $220K in Q4 2021.
2,227 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Vontobel Holding's 13F filing for Q1 2022, filed 13 May 2022.