Win Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Win 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
2023 Q4	–	Sell	-52,660	Closed	-$11.2M	–	88
2023 Q3	$11.2M	Buy	+52,660	New	+$11.7M	5.48%	10

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Win Advisors's VTI Position: Q4 2023 in Review

Win Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2023, closing a stake of 52,660 shares — an estimated $11.2M sold.

Win Advisors first reported a position in VTI in Q3 2023 and held it in 1 quarter. The position peaked at $11.2M in Q3 2023. 2,680 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

Win Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Win Advisors sold 52,660 Vanguard Total Stock Market ETF shares in Q4 2023, an estimated $11.2M.
Win Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and held it in 1 quarter.
Win Advisors's Vanguard Total Stock Market ETF position peaked at $11.2M in Q3 2023.
2,680 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2023.

Based on Win Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.