1GA
VTI icon

1st Global Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

1st Global 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
2017
Q2 		$285K Hold
2,293
– – 0.03% 380
2017
Q1 		$278K Buy
+2,293
New +$275K 0.03% 399

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1st Global Advisors's VTI Position: Q2 2017 in Review

1st Global Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2017 at 2,293 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #380.

1st Global Advisors first reported a position in VTI in Q1 2017 and has held it in 2 quarters since. 912 funds tracked by Wall St. Rank hold VTI as of Q2 2017.

  • 1st Global Advisors held 2,293 shares of Vanguard Total Stock Market ETF worth $285K as of Q2 2017.
  • 1st Global Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q2 2017.
  • Vanguard Total Stock Market ETF made up 0.03% of 1st Global Advisors's portfolio in Q2 2017, its #380 holding.
  • 1st Global Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2017 and has held it in 2 quarters since.
  • 912 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.