Wechter Feldman Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wechter Feldman Wealth Management’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 Q2	$10.2M	Buy	45,799 +3,109	+7%	+$675K	7.14%	6
2021 Q1	$8.82M	Buy	42,690 +2,625	+7%	+$531K	6.51%	7
2020 Q4	$7.8M	Sell	40,065 -175	-0.4%	-$32K	5.77%	7
2020 Q3	$6.85M	Buy	40,240 +35,120	+686%	+$5.91M	5.38%	8
2020 Q2	$801K	Buy	5,120 +1,575	+44%	+$232K	0.73%	15
2020 Q1	$457K	Sell	3,545 -51,515	-94%	-$7.97M	1.12%	15
2019 Q4	$9.01M	Sell	55,060 -501	-0.9%	-$78.5K	6.01%	7
2019 Q3	$8.39M	Sell	55,561 -1,305	-2%	-$197K	5.29%	8
2019 Q2	$8.54M	Sell	56,866 -1,401	-2%	-$206K	5.65%	8
2019 Q1	$8.43M	Sell	58,267 -1,324	-2%	-$185K	5.51%	8
2018 Q4	$7.61M	Sell	59,591 -1,470	-2%	-$203K	7.32%	6
2018 Q3	$9.14M	Sell	61,061 -1,171	-2%	-$172K	5.58%	10
2018 Q2	$8.74M	Sell	62,232 -4,647	-7%	-$648K	6.01%	9
2018 Q1	$9.08M	Sell	66,879 -2,304	-3%	-$323K	6.42%	8
2017 Q4	$9.49M	Sell	69,183 -1,839	-3%	-$246K	6.64%	7
2017 Q3	$9.2M	Buy	71,022 +554	+0.8%	+$70.2K	7.06%	7
2017 Q2	$8.77M	Buy	70,468 +21,577	+44%	+$2.66M	7.03%	8
2017 Q1	$5.93M	Buy	48,891 +868	+2%	+$104K	4.07%	12
2016 Q4	$5.54M	Buy	+48,023	New	+$5.4M	3.63%	12

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 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

Wechter Feldman Wealth Management's VTI Position: Q2 2021 in Review

Wechter Feldman Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.3% in Q2 2021, buying an estimated $675K and bringing the position to 45,799 shares worth $10.2M. The position accounts for 7.14% of the portfolio, ranked #6.

Wechter Feldman Wealth Management first reported a position in VTI in Q4 2016 and has held it in 19 quarters since. 1,865 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

Wechter Feldman Wealth Management held 45,799 shares of Vanguard Morningstar Total Stock Market ETF worth $10.2M as of Q2 2021.
Wechter Feldman Wealth Management bought 3,109 Vanguard Morningstar Total Stock Market ETF shares in Q2 2021, an estimated $675K.
Vanguard Morningstar Total Stock Market ETF made up 7.14% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #6 holding.
Wechter Feldman Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 19 quarters since.
1,865 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.