Canada Life
VTI icon

Canada Life’s Vanguard Total Stock Market ETF VTI Stock Holding History

Canada Life’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
2015
Q3 		– Sell
-566
Closed -$62K – 2590
2015
Q2 		$62K Hold
566
– – ﹤0.01% 2119
2015
Q1 		$60K Hold
566
– – ﹤0.01% 2056
2014
Q4 		$59K Hold
566
– – ﹤0.01% 2032
2014
Q3 		$53K Hold
566
– – ﹤0.01% 2020
2014
Q2 		$54K Buy
+566
New +$55.8K ﹤0.01% 1914

Other funds holding VTI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Canada Life's VTI Position: Q3 2015 in Review

Canada Life sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2015, closing a stake of 566 shares — an estimated $62K sold.

Canada Life first reported a position in VTI in Q2 2014 and held it in 5 quarters. The position peaked at $62K in Q2 2015. 649 funds tracked by Wall St. Rank hold VTI as of Q3 2015.

  • Canada Life reported no remaining Vanguard Total Stock Market ETF position as of Q3 2015 after selling out during the quarter.
  • Canada Life sold 566 Vanguard Total Stock Market ETF shares in Q3 2015, an estimated $62K.
  • Canada Life first reported a position in Vanguard Total Stock Market ETF in Q2 2014 and held it in 5 quarters.
  • Canada Life's Vanguard Total Stock Market ETF position peaked at $62K in Q2 2015.
  • 649 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2015.

Based on Canada Life's 13F filing for Q3 2015, filed 10 Nov 2015.