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WealthSpring Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

WealthSpring Partners’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
2023
Q3 		– Sell
-932
Closed -$205K – 74
2023
Q2 		$205K Buy
+932
New +$194K 0.15% 71

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthSpring Partners's VTI Position: Q3 2023 in Review

WealthSpring Partners sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2023, closing a stake of 932 shares — an estimated $205K sold.

WealthSpring Partners first reported a position in VTI in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • WealthSpring Partners reported no remaining Vanguard Total Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • WealthSpring Partners sold 932 Vanguard Total Stock Market ETF shares in Q3 2023, an estimated $205K.
  • WealthSpring Partners first reported a position in Vanguard Total Stock Market ETF in Q2 2023 and held it in 1 quarter.
  • WealthSpring Partners's Vanguard Total Stock Market ETF position peaked at $205K in Q2 2023.
  • 2,403 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.