Wallace Weitz’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wallace Weitz’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 Q1	–	Sell	-8,068	Closed	-$1.57M	–	68
2020 Q4	$1.57M	Hold	8,068	–	–	0.07%	60
2020 Q3	$1.37M	Hold	8,068	–	–	0.06%	59
2020 Q2	$1.26M	Hold	8,068	–	–	0.06%	58
2020 Q1	$1.04M	Hold	8,068	–	–	0.06%	62
2019 Q4	$1.32M	Hold	8,068	–	–	0.05%	61
2019 Q3	$1.22M	Hold	8,068	–	–	0.05%	64
2019 Q2	$1.21M	Hold	8,068	–	–	0.05%	64
2019 Q1	$1.17M	Hold	8,068	–	–	0.05%	68
2018 Q4	$1.03M	Hold	8,068	–	–	0.05%	73
2018 Q3	$1.21M	Hold	8,068	–	–	0.05%	70
2018 Q2	$1.13M	Hold	8,068	–	–	0.05%	69
2018 Q1	$1.09M	Sell	8,068 -990	-11%	-$139K	0.05%	66
2017 Q4	$1.24M	Buy	9,058 +44	+0.5%	+$5.89K	0.05%	63
2017 Q3	$1.17M	Buy	9,014 +39	+0.4%	+$4.94K	0.05%	66
2017 Q2	$1.12M	Buy	8,975 +1,168	+15%	+$144K	0.05%	61
2017 Q1	$947K	Buy	7,807 +35	+0.5%	+$4.19K	0.04%	64
2016 Q4	$896K	Buy	+7,772	New	+$874K	0.04%	66

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

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

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

RIM

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wallace Weitz's VTI Position: Q1 2021 in Review

Wallace Weitz sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2021, closing a stake of 8,068 shares — an estimated $1.57M sold.

Wallace Weitz first reported a position in VTI in Q4 2016 and held it in 17 quarters. The position peaked at $1.57M in Q4 2020. 1,820 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

Wallace Weitz reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Wallace Weitz sold 8,068 Vanguard Morningstar Total Stock Market ETF shares in Q1 2021, an estimated $1.57M.
Wallace Weitz first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and held it in 17 quarters.
Wallace Weitz's Vanguard Morningstar Total Stock Market ETF position peaked at $1.57M in Q4 2020.
1,820 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2021.

Based on Weitz Investment Management's 13F filing for Q1 2021, filed 13 May 2021.