CIM
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Cetera Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cetera Investment 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
-27,261
Closed -$3.4M – 80
2017
Q2 		$3.4M Buy
+27,261
New +$3.36M 4.29% 5
2016
Q2 		– Sell
-3,201
Closed -$336K – 127
2016
Q1 		$336K Hold
3,201
– – 0.17% 102
2015
Q4 		$334K Buy
+3,201
New +$337K 0.13% 126

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

Cetera Investment Management's VTI Position: Q3 2017 in Review

Cetera Investment Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2017, closing a stake of 27,261 shares — an estimated $3.4M sold.

Cetera Investment Management first reported a position in VTI in Q4 2015 and held it in 3 quarters. The position peaked at $3.4M in Q2 2017. 942 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

  • Cetera Investment Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 27,261 Vanguard Morningstar Total Stock Market ETF shares in Q3 2017, an estimated $3.4M.
  • Cetera Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and held it in 3 quarters.
  • Cetera Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.4M in Q2 2017.
  • 942 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.