11A
VTI icon

10-15 Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

10-15 Associates’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
2020
Q1 		– Sell
-1,230
Closed -$201K – 106
2019
Q4 		$201K Buy
+1,230
New +$193K 0.04% 95

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

10-15 Associates's VTI Position: Q1 2020 in Review

10-15 Associates sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 1,230 shares — an estimated $201K sold.

10-15 Associates first reported a position in VTI in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 1,502 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

  • 10-15 Associates reported no remaining Vanguard Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • 10-15 Associates sold 1,230 Vanguard Total Stock Market ETF shares in Q1 2020, an estimated $201K.
  • 10-15 Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • 10-15 Associates's Vanguard Total Stock Market ETF position peaked at $201K in Q4 2019.
  • 1,502 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2020.

Based on 10-15 Associates's 13F filing for Q1 2020, filed 13 May 2020.