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Barrington Strategic Wealth Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Barrington Strategic Wealth Management 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
2017
Q3 		$296K Sell
2,285
-158
-6% -$20K 0.15% 100
2017
Q2 		$304K Buy
+2,443
New +$301K 0.15% 97

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 $377B AUM 19.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return

Barrington Strategic Wealth Management Group's VTI Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 6.5% in Q3 2017, selling an estimated $20K and leaving 2,285 shares worth $296K. The position accounts for 0.15% of the portfolio, ranked #100.

Barrington Strategic Wealth Management Group first reported a position in VTI in Q2 2017 and has held it in 2 quarters since. The position peaked at $304K in Q2 2017. 941 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 2,285 shares of Vanguard Total Stock Market ETF worth $296K as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 158 Vanguard Total Stock Market ETF shares in Q3 2017, an estimated $20K.
  • Vanguard Total Stock Market ETF made up 0.15% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #100 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Vanguard Total Stock Market ETF in Q2 2017 and has held it in 2 quarters since.
  • Barrington Strategic Wealth Management Group's Vanguard Total Stock Market ETF position peaked at $304K in Q2 2017.
  • 941 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.