Wealthstreet Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthstreet Investment Advisors’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 Q3	–	Sell	-4,318	Closed	-$962K	–	95
2021 Q2	$962K	Sell	4,318 -9,193	-68%	-$2M	4.99%	4
2021 Q1	$2.79M	Sell	13,511 -50	-0.4%	-$10.1K	0.27%	89
2020 Q4	$2.64M	Buy	13,561 +450	+3%	+$82.3K	0.27%	84
2020 Q3	$2.23M	Sell	13,111 -50	-0.4%	-$8.41K	0.25%	96
2020 Q2	$2.06M	Sell	13,161 -210	-2%	-$31K	0.25%	92
2020 Q1	$1.72M	Sell	13,371 -618	-4%	-$95.6K	0.25%	93
2019 Q4	$2.29M	Hold	13,989	–	–	0.27%	90
2019 Q3	$2.16M	Sell	13,989 -25	-0.2%	-$3.77K	0.28%	85
2019 Q2	$2.1M	Buy	14,014 +1,164	+9%	+$171K	0.27%	91
2019 Q1	$1.86M	Buy	12,850 +6,045	+89%	+$843K	0.25%	102
2018 Q4	$922K	Buy	6,805 +1,463	+27%	+$202K	0.13%	143
2018 Q3	$799K	Sell	5,342 -235	-4%	-$34.6K	0.1%	185
2018 Q2	$783K	Buy	5,577 +190	+4%	+$26.5K	0.1%	181
2018 Q1	$731K	Buy	5,387 +687	+15%	+$96.3K	0.09%	188
2017 Q4	$645K	Buy	+4,700	New	+$629K	0.08%	200

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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

NMIFOAC

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wealthstreet Investment Advisors's VTI Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2021, closing a stake of 4,318 shares — an estimated $962K sold.

Wealthstreet Investment Advisors first reported a position in VTI in Q4 2017 and held it in 15 quarters. The position peaked at $2.79M in Q1 2021. 1,901 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Wealthstreet Investment Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 4,318 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $962K.
Wealthstreet Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and held it in 15 quarters.
Wealthstreet Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.79M in Q1 2021.
1,901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.