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

Benchmark Capital 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
2018
Q4 		$357K Buy
2,795
+90
+3% +$12.4K 0.36% 68
2018
Q3 		$405K Hold
2,705
– – 0.3% 73
2018
Q2 		$380K Buy
2,705
+350
+15% +$48.8K 0.29% 81
2018
Q1 		$320K Hold
2,355
– – 0.25% 93
2017
Q4 		$323K Sell
2,355
-125
-5% -$16.7K 0.25% 95
2017
Q3 		$321K Hold
2,480
– – 0.25% 93
2017
Q2 		$309K Sell
2,480
-50
-2% -$6.16K 0.24% 95
2017
Q1 		$307K Sell
2,530
-50
-2% -$5.99K 0.24% 84
2016
Q4 		$298K Buy
2,580
+100
+4% +$11.2K 0.25% 85
2016
Q3 		$276K Sell
2,480
-100
-4% -$11.1K 0.21% 97
2016
Q2 		$276K Sell
2,580
-100
-4% -$10.6K 0.23% 94
2016
Q1 		$281K Buy
2,680
+100
+4% +$9.92K 0.25% 87
2015
Q4 		$269K Sell
2,580
-100
-4% -$10.5K 0.23% 85
2015
Q3 		$265K Buy
2,680
+100
+4% +$10.5K 0.22% 91
2015
Q2 		$276K Hold
2,580
– – 0.19% 93
2015
Q1 		$277K Sell
2,580
-3,300
-56% -$352K 0.18% 99
2014
Q4 		$623K Buy
5,880
+375
+7% +$38.8K 0.42% 69
2014
Q3 		$557K Hold
5,505
– – 0.38% 73
2014
Q2 		$560K Hold
5,505
– – 0.35% 78
2014
Q1 		$537K Buy
5,505
+100
+2% +$9.57K 0.37% 79
2013
Q4 		$518K Buy
5,405
+100
+2% +$9.2K 0.36% 78
2013
Q3 		$465K Sell
5,305
-100
-2% -$8.69K 0.33% 86
2013
Q2 		$447K Buy
+5,405
New +$448K 0.34% 88

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Benchmark Capital Advisors's VTI Position: Q4 2018 in Review

Benchmark Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q4 2018, buying an estimated $12.4K and bringing the position to 2,795 shares worth $357K. The position accounts for 0.36% of the portfolio, ranked #68.

Benchmark Capital Advisors first reported a position in VTI in Q2 2013 and has held it in 23 quarters since. The position peaked at $623K in Q4 2014. 1,237 funds tracked by Wall St. Rank hold VTI as of Q4 2018.

  • Benchmark Capital Advisors held 2,795 shares of Vanguard Morningstar Total Stock Market ETF worth $357K as of Q4 2018.
  • Benchmark Capital Advisors bought 90 Vanguard Morningstar Total Stock Market ETF shares in Q4 2018, an estimated $12.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.36% of Benchmark Capital Advisors's portfolio in Q4 2018, its #68 holding.
  • Benchmark Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 23 quarters since.
  • Benchmark Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $623K in Q4 2014.
  • 1,237 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.