Cleary Gull’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

WIM

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

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

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

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

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 Morningstar 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.

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

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

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