WealthStone’s Vanguard Total Stock Market ETF VTI Stock Holding History

WealthStone’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	$707K	Hold	3,421	–	–	0.25%	64
2020 Q4	$666K	Hold	3,421	–	–	0.24%	61
2020 Q3	$583K	Sell	3,421 -2,625	-43%	-$442K	0.27%	57
2020 Q2	$946K	Buy	6,046 +2,456	+68%	+$362K	0.45%	29
2020 Q1	$463K	Sell	3,590 -44,177	-92%	-$6.83M	0.47%	17
2019 Q4	$7.82M	Sell	47,767 -95	-0.2%	-$14.9K	4.62%	7
2019 Q3	$7.23M	Buy	+47,862	New	+$7.21M	3.84%	8
2019 Q2	–	Hold	0	–	–	–	6

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFRM

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

WealthStone's VTI Position: Q1 2021 in Review

WealthStone held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2021 at 3,421 shares worth $707K. The position accounts for 0.25% of the portfolio, ranked #64.

WealthStone first reported a position in VTI in Q3 2019 and has held it in 7 quarters since. The position peaked at $7.82M in Q4 2019. 1,819 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

WealthStone held 3,421 shares of Vanguard Total Stock Market ETF worth $707K as of Q1 2021.
WealthStone left its Vanguard Total Stock Market ETF share count unchanged in Q1 2021.
Vanguard Total Stock Market ETF made up 0.25% of WealthStone's portfolio in Q1 2021, its #64 holding.
WealthStone first reported a position in Vanguard Total Stock Market ETF in Q3 2019 and has held it in 7 quarters since.
WealthStone's Vanguard Total Stock Market ETF position peaked at $7.82M in Q4 2019.
1,819 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.