Chemical Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chemical Bank’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
2019 Q2	$1.94M	Sell	12,899 -1,103	-8%	-$162K	0.22%	109
2019 Q1	$2.03M	Sell	14,002 -23	-0.2%	-$3.21K	0.23%	102
2018 Q4	$1.79M	Buy	14,025 +82	+0.6%	+$11.3K	0.22%	104
2018 Q3	$2.09M	Hold	13,943	–	–	0.22%	104
2018 Q2	$1.96M	Sell	13,943 -7	-0.1%	-$977	0.21%	106
2018 Q1	$1.89M	Buy	13,950 +257	+2%	+$36K	0.21%	111
2017 Q4	$1.88M	Buy	13,693 +3,046	+29%	+$408K	0.2%	113
2017 Q3	$1.38M	Sell	10,647 -102	-0.9%	-$12.9K	0.15%	140
2017 Q2	$1.34M	Buy	10,749 +598	+6%	+$73.7K	0.15%	143
2017 Q1	$1.23M	Buy	10,151 +1,034	+11%	+$124K	0.14%	148
2016 Q4	$1.05M	Buy	+9,117	New	+$1.03M	0.12%	163

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFRM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chemical Bank's VTI Position: Q2 2019 in Review

Chemical Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.9% in Q2 2019, selling an estimated $162K and leaving 12,899 shares worth $1.94M. The position accounts for 0.22% of the portfolio, ranked #109.

Chemical Bank first reported a position in VTI in Q4 2016 and has held it in 11 quarters since. The position peaked at $2.09M in Q3 2018. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

Chemical Bank held 12,899 shares of Vanguard Morningstar Total Stock Market ETF worth $1.94M as of Q2 2019.
Chemical Bank sold 1,103 Vanguard Morningstar Total Stock Market ETF shares in Q2 2019, an estimated $162K.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Chemical Bank's portfolio in Q2 2019, its #109 holding.
Chemical Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 11 quarters since.
Chemical Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $2.09M in Q3 2018.
1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2019.

Based on Chemical Bank's 13F filing for Q2 2019, filed 25 Jul 2019.