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Boys Arnold & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-4,690
Closed -$605K – 213
2020
Q1 		$605K Sell
4,690
-680
-13% -$105K 0.11% 147
2019
Q4 		$879K Buy
5,370
+13
+0.2% +$2.04K 0.12% 142
2019
Q3 		$805K Sell
5,357
-89
-2% -$13.4K 0.12% 155
2019
Q2 		$817K Sell
5,446
-230
-4% -$33.9K 0.12% 151
2019
Q1 		$821K Sell
5,676
-107
-2% -$14.9K 0.12% 154
2018
Q4 		$731K Buy
5,783
+2,150
+59% +$297K 0.12% 159
2018
Q3 		$545K Sell
3,633
-30,912
-89% -$4.55M 0.08% 188
2018
Q2 		$4.85M Sell
34,545
-5
-0% -$698 0.71% 37
2018
Q1 		$4.75M Buy
34,550
+379
+1% +$53.1K 0.69% 40
2017
Q4 		$4.69M Sell
34,171
-3,357
-9% -$449K 0.7% 37
2017
Q3 		$4.86M Sell
37,528
-133
-0.4% -$16.8K 0.77% 33
2017
Q2 		$4.69M Buy
37,661
+122
+0.3% +$15K 0.6% 37
2017
Q1 		$4.55M Buy
37,539
+1,966
+6% +$235K 0.72% 35
2016
Q4 		$4.1M Sell
35,573
-141
-0.4% -$15.9K 0.68% 38
2016
Q3 		$3.98M Sell
35,714
-68
-0.2% -$7.54K 0.68% 41
2016
Q2 		$3.83M Buy
35,782
+3,369
+10% +$357K 0.66% 42
2016
Q1 		$3.4M Sell
32,413
-35,955
-53% -$3.57M 1.34% 16
2015
Q4 		$7.13M Buy
68,368
+35,199
+106% +$3.71M 0.78% 38
2015
Q3 		$3.27M Buy
33,169
+1,048
+3% +$110K 0.68% 44
2015
Q2 		$3.44M Buy
32,121
+500
+2% +$54.6K 0.67% 42
2015
Q1 		$3.39M Buy
31,621
+1,048
+3% +$112K 0.65% 49
2014
Q4 		$3.24M Buy
30,573
+1,074
+4% +$111K 0.63% 53
2014
Q3 		$2.99M Buy
29,499
+1,538
+6% +$157K 0.59% 57
2014
Q2 		$2.85M Buy
27,961
+127
+0.5% +$12.5K 0.49% 64
2014
Q1 		$2.71M Buy
27,834
+1,482
+6% +$142K 0.49% 63
2013
Q4 		$2.53M Buy
26,352
+254
+1% +$23.4K 0.48% 66
2013
Q3 		$2.29M Buy
26,098
+1,256
+5% +$109K 0.48% 70
2013
Q2 		$2.05M Buy
+24,842
New +$2.06M 0.45% 71

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boys Arnold & Co's VTI Position: Q2 2020 in Review

Boys Arnold & Co sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2020, closing a stake of 4,690 shares — an estimated $605K sold.

Boys Arnold & Co first reported a position in VTI in Q2 2013 and held it in 28 quarters. The position peaked at $7.13M in Q4 2015. 1,551 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

  • Boys Arnold & Co reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 4,690 Vanguard Morningstar Total Stock Market ETF shares in Q2 2020, an estimated $605K.
  • Boys Arnold & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $7.13M in Q4 2015.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.