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Wealthspire Advisors (Maryland)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$118M Buy
691,522
+630,260
+1,029% +$106M 4.15% 6
2020
Q2 		$9.59M Buy
61,262
+2,283
+4% +$337K 0.69% 23
2020
Q1 		$7.6M Buy
58,979
+23,912
+68% +$3.7M 0.66% 28
2019
Q4 		$5.74M Buy
35,067
+9,535
+37% +$1.49M 0.39% 42
2019
Q3 		$3.85M Buy
25,532
+1,849
+8% +$279K 0.28% 60
2019
Q2 		$3.56M Buy
23,683
+1,328
+6% +$196K 0.27% 62
2019
Q1 		$3.23M Buy
22,355
+1,376
+7% +$192K 0.24% 65
2018
Q4 		$2.68M Buy
20,979
+86
+0.4% +$11.9K 0.24% 64
2018
Q3 		$3.13M Buy
20,893
+16
+0.1% +$2.35K 0.26% 61
2018
Q2 		$2.93M Sell
20,877
-5,445
-21% -$760K 0.27% 60
2018
Q1 		$3.57M Sell
26,322
-14
-0.1% -$1.96K 0.34% 52
2017
Q4 		$3.62M Buy
26,336
+4,102
+18% +$549K 0.35% 48
2017
Q3 		$2.88M Sell
22,234
-109
-0.5% -$13.8K 0.31% 52
2017
Q2 		$2.78M Buy
22,343
+241
+1% +$29.7K 0.33% 50
2017
Q1 		$2.68M Sell
22,102
-247
-1% -$29.6K 0.38% 42
2016
Q4 		$2.58M Buy
22,349
+11,633
+109% +$1.31M 0.39% 41
2016
Q3 		$1.19M Buy
10,716
+2,651
+33% +$294K 0.19% 87
2016
Q2 		$864K Buy
8,065
+2,251
+39% +$239K 0.14% 105
2016
Q1 		$609K Buy
5,814
+12
+0.2% +$1.19K 0.11% 131
2015
Q4 		$605K Buy
+5,802
New +$611K 0.11% 130

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VTI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1,029% in Q3 2020, buying an estimated $106M and bringing the position to 691,522 shares worth $118M. The position accounts for 4.15% of the portfolio, ranked #6.

Wealthspire Advisors (Maryland) first reported a position in VTI in Q4 2015 and has held it in 20 quarters since. 1,560 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 691,522 shares of Vanguard Morningstar Total Stock Market ETF worth $118M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 630,260 Vanguard Morningstar Total Stock Market ETF shares in Q3 2020, an estimated $106M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.15% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #6 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.