Wipfli Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wipfli Financial 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
2022 Q3	$560K	Buy	3,119 +1,098	+54%	+$219K	0.04%	202
2022 Q2	$381K	Buy	2,021 +221	+12%	+$45.4K	0.04%	64
2022 Q1	$410K	Buy	1,800 +183	+11%	+$41.2K	0.04%	66
2021 Q4	$390K	Hold	1,617	–	–	0.04%	33
2021 Q3	$359K	Sell	1,617 -2	-0.1%	-$456	0.05%	34
2021 Q2	$361K	Buy	1,619 +2	+0.1%	+$434	0.05%	33
2021 Q1	$334K	Hold	1,617	–	–	0.18%	26
2020 Q4	$315K	Buy	+1,617	New	+$296K	0.19%	28

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wipfli Financial Advisors's VTI Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 54% in Q3 2022, buying an estimated $219K and bringing the position to 3,119 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #202.

Wipfli Financial Advisors first reported a position in VTI in Q4 2020 and has held it in 8 quarters since. 2,147 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Wipfli Financial Advisors held 3,119 shares of Vanguard Morningstar Total Stock Market ETF worth $560K as of Q3 2022.
Wipfli Financial Advisors bought 1,098 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $219K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #202 holding.
Wipfli Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 8 quarters since.
2,147 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.