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BB&T Investment Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

BB&T Investment Services’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
Q4 		$541K Hold
3,941
– – 0.09% 191
2017
Q3 		$510K Sell
3,941
-3,594
-48% -$455K 0.1% 181
2017
Q2 		$940K Buy
7,535
+3,594
+91% +$443K 0.24% 89
2017
Q1 		$478K Hold
3,941
– – 0.19% 120
2016
Q4 		$454K Buy
+3,941
New +$443K 0.33% 77

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BB&T Investment Services's VTI Position: Q4 2017 in Review

BB&T Investment Services held its Vanguard Total Stock Market ETF (VTI) position steady in Q4 2017 at 3,941 shares worth $541K. The position accounts for 0.09% of the portfolio, ranked #191.

BB&T Investment Services first reported a position in VTI in Q4 2016 and has held it in 5 quarters since. The position peaked at $940K in Q2 2017. 1,083 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

  • BB&T Investment Services held 3,941 shares of Vanguard Total Stock Market ETF worth $541K as of Q4 2017.
  • BB&T Investment Services left its Vanguard Total Stock Market ETF share count unchanged in Q4 2017.
  • Vanguard Total Stock Market ETF made up 0.09% of BB&T Investment Services's portfolio in Q4 2017, its #191 holding.
  • BB&T Investment Services first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Vanguard Total Stock Market ETF position peaked at $940K in Q2 2017.
  • 1,083 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.