Bellwether Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bellwether Investment 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 Q4	$463K	Buy	3,377 +2,175	+181%	+$291K	1.86%	17
2017 Q3	$156K	Buy	+1,202	New	+$152K	0.73%	58
2017 Q2	–	Sell	-1,202	Closed	-$146K	–	600
2017 Q1	$146K	Sell	1,202 -1,121	-48%	-$134K	0.38%	73
2016 Q4	$268K	Buy	+2,323	New	+$261K	0.24%	106
2016 Q2	$93K	Buy	+868	New	+$92K	0.1%	178

Other funds holding VTI

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bellwether Investment Group's VTI Position: Q4 2017 in Review

Bellwether Investment Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 181% in Q4 2017, buying an estimated $291K and bringing the position to 3,377 shares worth $463K. The position accounts for 1.86% of the portfolio, ranked #17.

Bellwether Investment Group first reported a position in VTI in Q2 2016 and has held it in 5 quarters since. 1,084 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

Bellwether Investment Group held 3,377 shares of Vanguard Morningstar Total Stock Market ETF worth $463K as of Q4 2017.
Bellwether Investment Group bought 2,175 Vanguard Morningstar Total Stock Market ETF shares in Q4 2017, an estimated $291K.
Vanguard Morningstar Total Stock Market ETF made up 1.86% of Bellwether Investment Group's portfolio in Q4 2017, its #17 holding.
Bellwether Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2016 and has held it in 5 quarters since.
1,084 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.