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Belvedere Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Belvedere Advisors’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
2019
Q2 		$4K Sell
24
-261
-92% -$38.4K 0.12% 28
2019
Q1 		$41K Buy
+285
New +$39.8K 0.53% 34

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Belvedere Advisors's VTI Position: Q2 2019 in Review

Belvedere Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 92% in Q2 2019, selling an estimated $38.4K and leaving 24 shares worth $4K. The position accounts for 0.12% of the portfolio, ranked #28.

Belvedere Advisors first reported a position in VTI in Q1 2019 and has held it in 2 quarters since. The position peaked at $41K in Q1 2019. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

  • Belvedere Advisors held 24 shares of Vanguard Morningstar Total Stock Market ETF worth $4K as of Q2 2019.
  • Belvedere Advisors sold 261 Vanguard Morningstar Total Stock Market ETF shares in Q2 2019, an estimated $38.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Belvedere Advisors's portfolio in Q2 2019, its #28 holding.
  • Belvedere Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $41K in Q1 2019.
  • 1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.