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

AFAM Capital’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 		– Sell
-2,299
Closed -$279K – 201
2017
Q1 		$279K Buy
2,299
+269
+13% +$32.2K 0.04% 182
2016
Q4 		$234K Buy
+2,030
New +$228K 0.04% 183
2016
Q2 		– Sell
-16,418
Closed -$1.72M – 179
2016
Q1 		$1.72M Buy
+16,418
New +$1.63M 0.28% 126

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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return

AFAM Capital's VTI Position: Q2 2017 in Review

AFAM Capital sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2017, closing a stake of 2,299 shares — an estimated $279K sold.

AFAM Capital first reported a position in VTI in Q1 2016 and held it in 3 quarters. The position peaked at $1.72M in Q1 2016. 913 funds tracked by Wall St. Rank hold VTI as of Q2 2017.

  • AFAM Capital reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2017 after selling out during the quarter.
  • AFAM Capital sold 2,299 Vanguard Morningstar Total Stock Market ETF shares in Q2 2017, an estimated $279K.
  • AFAM Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and held it in 3 quarters.
  • AFAM Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $1.72M in Q1 2016.
  • 913 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2017.

Based on AFAM Capital's 13F filing for Q2 2017, filed 17 Aug 2017.