American Economic Planning Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

American Economic Planning Group’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
2019 Q3	$109M	Sell	719,460 -7,534	-1%	-$1.14M	29.66%	1
2019 Q2	$109M	Sell	726,994 -83,142	-10%	-$12.2M	32.91%	1
2019 Q1	$117M	Sell	810,136 -64,580	-7%	-$9.01M	36.61%	1
2018 Q4	$112M	Sell	874,716 -14,012	-2%	-$1.93M	36.11%	1
2018 Q3	$133M	Sell	888,728 -19,468	-2%	-$2.87M	47.19%	1
2018 Q2	$128M	Buy	908,196 +31	+0%	+$4.33K	47.22%	1
2018 Q1	$123M	Sell	908,165 -87,090	-9%	-$12.2M	45.06%	1
2017 Q4	$137M	Sell	995,255 -11,501	-1%	-$1.54M	50.31%	1
2017 Q3	$130M	Buy	1,006,756 +3,970	+0.4%	+$503K	49.09%	1
2017 Q2	$125M	Sell	1,002,786 -9,581	-0.9%	-$1.18M	49.14%	1
2017 Q1	$123M	Sell	1,012,367 -20,345	-2%	-$2.44M	49.38%	1
2016 Q4	$119M	Sell	1,032,712 -15,879	-2%	-$1.79M	50.97%	1
2016 Q3	$117M	Sell	1,048,591 -10,449	-1%	-$1.16M	46.88%	1
2016 Q2	$113M	Sell	1,059,040 -26,550	-2%	-$2.81M	45.71%	1
2016 Q1	$114M	Sell	1,085,590 -174	-0%	-$17.3K	46.05%	1
2015 Q4	$113M	Sell	1,085,764 -7,492	-0.7%	-$789K	43.8%	1
2015 Q3	$108M	Buy	1,093,256 +1,520	+0.1%	+$160K	47.37%	1
2015 Q2	$117M	Sell	1,091,736 -1,459	-0.1%	-$159K	48.04%	1
2015 Q1	$117M	Buy	1,093,195 +1,101	+0.1%	+$118K	44.46%	1
2014 Q4	$116M	Sell	1,092,094 -22,639	-2%	-$2.34M	44.58%	1
2014 Q3	$113M	Sell	1,114,733 -32,212	-3%	-$3.29M	44.23%	1
2014 Q2	$117M	Buy	1,146,945 +7,508	+0.7%	+$740K	42.81%	1
2014 Q1	$111M	Sell	1,139,437 -701	-0.1%	-$67.1K	43.43%	1
2013 Q4	$109M	Sell	1,140,138 -19,939	-2%	-$1.83M	39.69%	1
2013 Q3	$102M	Sell	1,160,077 -6,172	-0.5%	-$536K	41.68%	1
2013 Q2	$96.4M	Buy	+1,166,249	New	+$96.8M	36.7%	1

Other funds holding VTI

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Economic Planning Group's VTI Position: Q3 2019 in Review

American Economic Planning Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q3 2019, selling an estimated $1.14M and leaving 719,460 shares worth $109M. The position accounts for 29.66% of the portfolio, ranked #1.

American Economic Planning Group first reported a position in VTI in Q2 2013 and has held it in 26 quarters since. The position peaked at $137M in Q4 2017. 1,315 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

American Economic Planning Group held 719,460 shares of Vanguard Morningstar Total Stock Market ETF worth $109M as of Q3 2019.
American Economic Planning Group sold 7,534 Vanguard Morningstar Total Stock Market ETF shares in Q3 2019, an estimated $1.14M.
Vanguard Morningstar Total Stock Market ETF made up 29.66% of American Economic Planning Group's portfolio in Q3 2019, its #1 holding.
American Economic Planning Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 26 quarters since.
American Economic Planning Group's Vanguard Morningstar Total Stock Market ETF position peaked at $137M in Q4 2017.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.