WWA
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WC Walker & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

WC Walker & Associates’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
Q4 		$306K Sell
1,525
-100
-6% -$19.3K 0.16% 65
2022
Q3 		$312K Hold
1,625
– – 0.18% 65
2022
Q2 		$313K Buy
1,625
+4
+0.2% +$822 0.18% 58
2022
Q1 		$362K Sell
1,621
-227
-12% -$51K 0.19% 57
2021
Q4 		$434K Buy
+1,848
New +$436K 0.21% 52

Other funds holding VTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

WC Walker & Associates's VTI Position: Q4 2022 in Review

WC Walker & Associates reduced its Vanguard Total Stock Market ETF (VTI) stake by 6.2% in Q4 2022, selling an estimated $19.3K and leaving 1,525 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #65.

WC Walker & Associates first reported a position in VTI in Q4 2021 and has held it in 5 quarters since. The position peaked at $434K in Q4 2021. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • WC Walker & Associates held 1,525 shares of Vanguard Total Stock Market ETF worth $306K as of Q4 2022.
  • WC Walker & Associates sold 100 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $19.3K.
  • Vanguard Total Stock Market ETF made up 0.16% of WC Walker & Associates's portfolio in Q4 2022, its #65 holding.
  • WC Walker & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 5 quarters since.
  • WC Walker & Associates's Vanguard Total Stock Market ETF position peaked at $434K in Q4 2021.
  • 2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.