AIP
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ARS Investment Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

ARS Investment Partners’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
Q1 		– Sell
-3,617
Closed -$417K – 167
2016
Q4 		$417K Buy
+3,617
New +$407K 0.06% 135

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Vanguard Group
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ARS Investment Partners's VTI Position: Q1 2017 in Review

ARS Investment Partners sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2017, closing a stake of 3,617 shares — an estimated $417K sold.

ARS Investment Partners first reported a position in VTI in Q4 2016 and held it in 1 quarter. The position peaked at $417K in Q4 2016. 900 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

  • ARS Investment Partners reported no remaining Vanguard Total Stock Market ETF position as of Q1 2017 after selling out during the quarter.
  • ARS Investment Partners sold 3,617 Vanguard Total Stock Market ETF shares in Q1 2017, an estimated $417K.
  • ARS Investment Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and held it in 1 quarter.
  • ARS Investment Partners's Vanguard Total Stock Market ETF position peaked at $417K in Q4 2016.
  • 900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2017.

Based on ARS Investment Partners's 13F filing for Q1 2017, filed 10 May 2017.