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Edelman Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Edelman Financial Services’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
2018
Q4 		– Sell
-584,453
Closed -$87.5M – 26
2018
Q3 		$87.5M Sell
584,453
-11,173
-2% -$1.64M 0.8% 15
2018
Q2 		$83.6M Sell
595,626
-906
-0.2% -$126K 0.8% 15
2018
Q1 		$81M Buy
596,532
+49,505
+9% +$6.94M 0.8% 15
2017
Q4 		$75.1M Sell
547,027
-15,090
-3% -$2.02M 0.76% 13
2017
Q3 		$72.8M Sell
562,117
-3,509
-0.6% -$444K 0.78% 13
2017
Q2 		$70.4M Sell
565,626
-4,722
-0.8% -$582K 0.8% 13
2017
Q1 		$69.2M Buy
570,348
+1,713
+0.3% +$205K 0.82% 13
2016
Q4 		$65.6M Buy
568,635
+7,103
+1% +$799K 0.82% 13
2016
Q3 		$62.5M Buy
561,532
+4,972
+0.9% +$551K 0.82% 13
2016
Q2 		$59.6M Buy
556,560
+37,481
+7% +$3.97M 0.81% 13
2016
Q1 		$54.4M Sell
519,079
-446,172
-46% -$44.2M 0.79% 13
2015
Q4 		$101M Buy
965,251
+472,219
+96% +$49.7M 1.52% 9
2015
Q3 		$48.7M Buy
493,032
+4,804
+1% +$504K 0.79% 13
2015
Q2 		$52.3M Buy
488,228
+6,416
+1% +$700K 0.81% 13
2015
Q1 		$51.7M Buy
481,812
+3,117
+0.7% +$333K 0.81% 13
2014
Q4 		$50.7M Sell
478,695
-3,042
-0.6% -$315K 0.83% 12
2014
Q3 		$48.8M Sell
481,737
-457
-0.1% -$46.7K 0.84% 12
2014
Q2 		$49.1M Buy
482,194
+6,590
+1% +$650K 0.85% 12
2014
Q1 		$46.4M Buy
475,604
+8,197
+2% +$785K 0.87% 12
2013
Q4 		$44.8M Buy
467,407
+806
+0.2% +$74.1K 0.89% 12
2013
Q3 		$40.9M Sell
466,601
-1,031
-0.2% -$89.6K 0.83% 12
2013
Q2 		$38.7M Buy
+467,632
New +$38.8M 0.85% 11

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edelman Financial Services's VTI Position: Q4 2018 in Review

Edelman Financial Services sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2018, closing a stake of 584,453 shares — an estimated $87.5M sold.

Edelman Financial Services first reported a position in VTI in Q2 2013 and held it in 22 quarters. The position peaked at $101M in Q4 2015. 1,236 funds tracked by Wall St. Rank hold VTI as of Q4 2018.

  • Edelman Financial Services reported no remaining Vanguard Total Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 584,453 Vanguard Total Stock Market ETF shares in Q4 2018, an estimated $87.5M.
  • Edelman Financial Services first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's Vanguard Total Stock Market ETF position peaked at $101M in Q4 2015.
  • 1,236 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.