BB&T Investment Services’s Vanguard Morningstar 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 New York $59.1B AUM 18.41% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Morningstar 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. 1,084 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

BB&T Investment Services held 3,941 shares of Vanguard Morningstar Total Stock Market ETF worth $541K as of Q4 2017.
BB&T Investment Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2017.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2016 and has held it in 5 quarters since.
BB&T Investment Services's Vanguard Morningstar Total Stock Market ETF position peaked at $940K in Q2 2017.
1,084 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2017.

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