Brouwer & Janachowski’s Vanguard Total Stock Market ETF VTI Stock Holding History

Brouwer & Janachowski’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
2016 Q4	–	Sell	-6,117	Closed	-$681K	–	55
2016 Q3	$681K	Hold	6,117	–	–	0.17%	25
2016 Q2	$655K	Hold	6,117	–	–	0.18%	28
2016 Q1	$641K	Hold	6,117	–	–	0.22%	31
2015 Q4	$638K	Sell	6,117 -350	-5%	-$36.9K	0.34%	26
2015 Q3	$638K	Buy	6,467 +350	+6%	+$36.7K	0.3%	30
2015 Q2	$655K	Buy	6,117 +165	+3%	+$18K	0.29%	33
2015 Q1	$638K	Hold	5,952	–	–	0.27%	33
2014 Q4	$631K	Sell	5,952 -48	-0.8%	-$4.97K	0.27%	34
2014 Q3	$607K	Hold	6,000	–	–	0.29%	34
2014 Q2	$611K	Hold	6,000	–	–	0.29%	33
2014 Q1	$585K	Hold	6,000	–	–	0.29%	36
2013 Q4	$576K	Buy	+6,000	New	+$552K	0.28%	37

Other funds holding VTI

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brouwer & Janachowski's VTI Position: Q4 2016 in Review

Brouwer & Janachowski sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2016, closing a stake of 6,117 shares — an estimated $681K sold.

Brouwer & Janachowski first reported a position in VTI in Q4 2013 and held it in 12 quarters. The position peaked at $681K in Q3 2016. 880 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

Brouwer & Janachowski reported no remaining Vanguard Total Stock Market ETF position as of Q4 2016 after selling out during the quarter.
Brouwer & Janachowski sold 6,117 Vanguard Total Stock Market ETF shares in Q4 2016, an estimated $681K.
Brouwer & Janachowski first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and held it in 12 quarters.
Brouwer & Janachowski's Vanguard Total Stock Market ETF position peaked at $681K in Q3 2016.
880 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2016.

Based on Brouwer & Janachowski's 13F filing for Q4 2016, filed 31 Jan 2017.