Wolf Group Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wolf Group Capital 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 Q2	–	Sell	-1,223	Closed	-$278K	–	120
2022 Q1	$278K	Sell	1,223 -1,634	-57%	-$367K	0.14%	93
2021 Q4	$690K	Buy	2,857 +1,864	+188%	+$440K	0.11%	102
2021 Q3	$220K	Buy	+993	New	+$226K	0.12%	98
2017 Q2	–	Sell	-4,976	Closed	-$604K	–	95
2017 Q1	$604K	Buy	+4,976	New	+$596K	0.4%	69

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Wolf Group Capital Advisors's VTI Position: Q2 2022 in Review

Wolf Group Capital Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 1,223 shares — an estimated $278K sold.

Wolf Group Capital Advisors first reported a position in VTI in Q1 2017 and held it in 4 quarters. The position peaked at $690K in Q4 2021. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Wolf Group Capital Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Wolf Group Capital Advisors sold 1,223 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $278K.
Wolf Group Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and held it in 4 quarters.
Wolf Group Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $690K in Q4 2021.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.