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DeGreen Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

DeGreen Capital 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
Q1 		– Sell
-230,997
Closed -$8.27M – 21
2016
Q4 		$8.27M Buy
+230,997
New +$26M 5.16% 9

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DeGreen Capital Management's VTI Position: Q1 2017 in Review

DeGreen Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2017, closing a stake of 230,997 shares — an estimated $8.27M sold.

DeGreen Capital Management first reported a position in VTI in Q4 2016 and held it in 1 quarter. The position peaked at $8.27M in Q4 2016. 900 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

  • DeGreen Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2017 after selling out during the quarter.
  • DeGreen Capital Management sold 230,997 Vanguard Total Stock Market ETF shares in Q1 2017, an estimated $8.27M.
  • DeGreen Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and held it in 1 quarter.
  • DeGreen Capital Management's Vanguard Total Stock Market ETF position peaked at $8.27M in Q4 2016.
  • 900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2017.

Based on DeGreen Capital Management's 13F filing for Q1 2017, filed 13 Apr 2018.