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

Efficient Market 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
2017
Q1 		$2.35M Buy
19,351
+2,947
+18% +$353K 0.32% 27
2016
Q4 		$1.89M Buy
16,404
+1,662
+11% +$187K 0.28% 30
2016
Q3 		$1.64M Buy
14,742
+1,453
+11% +$161K 0.25% 28
2016
Q2 		$1.42M Sell
13,289
-2,457
-16% -$260K 0.23% 31
2016
Q1 		$1.65M Buy
15,746
+5,056
+47% +$501K 0.29% 30
2015
Q4 		$1.11M Sell
10,690
-3,609
-25% -$380K 0.24% 36
2015
Q3 		$1.41M Sell
14,299
-578
-4% -$60.7K 0.34% 29
2015
Q2 		$1.59M Sell
14,877
-182
-1% -$19.9K 0.37% 29
2015
Q1 		$1.61M Buy
15,059
+848
+6% +$90.6K 0.37% 30
2014
Q4 		$1.51M Buy
14,211
+1,293
+10% +$134K 0.37% 28
2014
Q3 		$1.31M Sell
12,918
-444
-3% -$45.4K 0.35% 26
2014
Q2 		$1.36M Buy
13,362
+496
+4% +$48.9K 0.35% 26
2014
Q1 		$1.25M Buy
12,866
+370
+3% +$35.4K 0.33% 26
2013
Q4 		$1.2M Buy
12,496
+1,234
+11% +$114K 0.35% 23
2013
Q3 		$987K Buy
11,262
+1,399
+14% +$122K 0.32% 28
2013
Q2 		$815K Buy
+9,863
New +$818K 0.3% 29

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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

Efficient Market Advisors's VTI Position: Q1 2017 in Review

Efficient Market Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 18% in Q1 2017, buying an estimated $353K and bringing the position to 19,351 shares worth $2.35M. The position accounts for 0.32% of the portfolio, ranked #27.

Efficient Market Advisors first reported a position in VTI in Q2 2013 and has held it in 16 quarters since. 901 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

  • Efficient Market Advisors held 19,351 shares of Vanguard Morningstar Total Stock Market ETF worth $2.35M as of Q1 2017.
  • Efficient Market Advisors bought 2,947 Vanguard Morningstar Total Stock Market ETF shares in Q1 2017, an estimated $353K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Efficient Market Advisors's portfolio in Q1 2017, its #27 holding.
  • Efficient Market Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 16 quarters since.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.