Edge Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Edge Advisors’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 Q2	$3.11M	Hold	22,172	–	–	0.28%	85
2018 Q1	$3.01M	Buy	22,172 +2,246	+11%	+$315K	0.28%	86
2017 Q4	$2.73M	Buy	19,926 +16,300	+450%	+$2.18M	0.27%	95
2017 Q3	$468K	Hold	3,626	–	–	0.05%	216
2017 Q2	$450K	Hold	3,626	–	–	0.05%	227
2017 Q1	$439K	Sell	3,626 -769	-17%	-$92.1K	0.05%	239
2016 Q4	$505K	Buy	+4,395	New	+$494K	0.06%	211

Other funds holding VTI

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

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

MFRM

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

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edge Advisors's VTI Position: Q2 2018 in Review

Edge Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2018 at 22,172 shares worth $3.11M. The position accounts for 0.28% of the portfolio, ranked #85.

Edge Advisors first reported a position in VTI in Q4 2016 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold VTI as of Q2 2018.

Edge Advisors held 22,172 shares of Vanguard Morningstar Total Stock Market ETF worth $3.11M as of Q2 2018.
Edge Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2018.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Edge Advisors's portfolio in Q2 2018, its #85 holding.
Edge Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 7 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.