AIM
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AMI Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

AMI Investment Management’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
Q4 		– Sell
-3,580
Closed -$541K – 74
2019
Q3 		$541K Buy
3,580
+295
+9% +$44.5K 0.25% 56
2019
Q2 		$493K Buy
3,285
+100
+3% +$14.7K 0.25% 54
2019
Q1 		$461K Buy
+3,185
New +$444K 0.24% 54

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AMI Investment Management's VTI Position: Q4 2019 in Review

AMI Investment Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2019, closing a stake of 3,580 shares — an estimated $541K sold.

AMI Investment Management first reported a position in VTI in Q1 2019 and held it in 3 quarters. The position peaked at $541K in Q3 2019. 1,558 funds tracked by Wall St. Rank hold VTI as of Q4 2019.

  • AMI Investment Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • AMI Investment Management sold 3,580 Vanguard Morningstar Total Stock Market ETF shares in Q4 2019, an estimated $541K.
  • AMI Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and held it in 3 quarters.
  • AMI Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $541K in Q3 2019.
  • 1,558 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2019.

Based on AMI Investment Management's 13F filing for Q4 2019, filed 6 Feb 2020.