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

Biltmore 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
2019
Q3 		– Sell
-1,691
Closed -$254K – 80
2019
Q2 		$254K Sell
1,691
-3
-0.2% -$442 0.07% 52
2019
Q1 		$245K Sell
1,694
-33,435
-95% -$4.66M 0.08% 50
2018
Q4 		$4.57M Buy
+35,129
New +$4.85M 4.91% 2

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Biltmore Capital Advisors's VTI Position: Q3 2019 in Review

Biltmore Capital Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2019, closing a stake of 1,691 shares — an estimated $254K sold.

Biltmore Capital Advisors first reported a position in VTI in Q4 2018 and held it in 3 quarters. The position peaked at $4.57M in Q4 2018. 1,314 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

  • Biltmore Capital Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q3 2019 after selling out during the quarter.
  • Biltmore Capital Advisors sold 1,691 Vanguard Total Stock Market ETF shares in Q3 2019, an estimated $254K.
  • Biltmore Capital Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and held it in 3 quarters.
  • Biltmore Capital Advisors's Vanguard Total Stock Market ETF position peaked at $4.57M in Q4 2018.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2019.

Based on Biltmore Capital Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.