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

Ackerman 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
2020 Q1	–	Sell	-1,600	Closed	-$262K	–	204
2019 Q4	$262K	Buy	+1,600	New	+$251K	0.08%	169
2018 Q4	–	Sell	-9,700	Closed	-$1.45M	–	147
2018 Q3	$1.45M	Buy	+9,700	New	+$1.43M	5.03%	2

Other funds holding VTI

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

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ackerman Capital Advisors's VTI Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 1,600 shares — an estimated $262K sold.

Ackerman Capital Advisors first reported a position in VTI in Q3 2018 and held it in 2 quarters. The position peaked at $1.45M in Q3 2018. 1,501 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Ackerman Capital Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 1,600 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $262K.
Ackerman Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and held it in 2 quarters.
Ackerman Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.45M in Q3 2018.
1,501 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.