EWM
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Elite Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Elite Wealth 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
2015
Q1 		– Sell
-16,030
Closed -$1.7M – 76
2014
Q4 		$1.7M Buy
+16,030
New +$1.66M 1.62% 11
2013
Q4 		– Sell
-11
Closed -$1K – 919
2013
Q3 		$1K Hold
11
– – ﹤0.01% 410
2013
Q2 		$1K Buy
+11
New +$913 ﹤0.01% 302

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PS
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

Elite Wealth Management's VTI Position: Q1 2015 in Review

Elite Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2015, closing a stake of 16,030 shares — an estimated $1.7M sold.

Elite Wealth Management first reported a position in VTI in Q2 2013 and held it in 3 quarters. The position peaked at $1.7M in Q4 2014. 630 funds tracked by Wall St. Rank hold VTI as of Q1 2015.

  • Elite Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2015 after selling out during the quarter.
  • Elite Wealth Management sold 16,030 Vanguard Total Stock Market ETF shares in Q1 2015, an estimated $1.7M.
  • Elite Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.7M in Q4 2014.
  • 630 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2015.

Based on Elite Wealth Management's 13F filing for Q1 2015, filed 13 Oct 2016.