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Bridgewater Wealth & Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bridgewater Wealth & Financial Management’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
-1,726
Closed -$215K – 101
2017
Q2 		$215K Hold
1,726
– – 0.07% 110
2017
Q1 		$209K Buy
+1,726
New +$207K 0.08% 105

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 $377B AUM 19.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return

Bridgewater Wealth & Financial Management's VTI Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2017, closing a stake of 1,726 shares — an estimated $215K sold.

Bridgewater Wealth & Financial Management first reported a position in VTI in Q1 2017 and held it in 2 quarters. The position peaked at $215K in Q2 2017. 942 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 1,726 Vanguard Morningstar Total Stock Market ETF shares in Q3 2017, an estimated $215K.
  • Bridgewater Wealth & Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and held it in 2 quarters.
  • Bridgewater Wealth & Financial Management's Vanguard Morningstar Total Stock Market ETF position peaked at $215K in Q2 2017.
  • 942 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.