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

Boston 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
2017
Q3 		– Sell
-71,750
Closed -$8.93M – 677
2017
Q2 		$8.93M Buy
+71,750
New +$8.84M 0.21% 145

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Advisors's VTI Position: Q3 2017 in Review

Boston Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2017, closing a stake of 71,750 shares — an estimated $8.93M sold.

Boston Advisors first reported a position in VTI in Q2 2017 and held it in 1 quarter. The position peaked at $8.93M in Q2 2017. 942 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

  • Boston Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2017 after selling out during the quarter.
  • Boston Advisors sold 71,750 Vanguard Morningstar Total Stock Market ETF shares in Q3 2017, an estimated $8.93M.
  • Boston Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and held it in 1 quarter.
  • Boston Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $8.93M in Q2 2017.
  • 942 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2017.

Based on Boston Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.