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Cleary Gull’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cleary Gull’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
Q1 		$2.83M Buy
+26,393
New +$2.82M 2.67% 5

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cleary Gull's VTI Position: Q1 2015 in Review

Cleary Gull opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2015: 26,393 shares worth $2.83M. The stake represents 2.67% of the portfolio and ranks #5 among its holdings.

630 funds tracked by Wall St. Rank hold VTI as of Q1 2015.

  • Cleary Gull held 26,393 shares of Vanguard Total Stock Market ETF worth $2.83M as of Q1 2015.
  • Vanguard Total Stock Market ETF was a new Cleary Gull position in Q1 2015.
  • Vanguard Total Stock Market ETF made up 2.67% of Cleary Gull's portfolio in Q1 2015, its #5 holding.
  • 630 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.