EIM
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Emerson Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Emerson Investment 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
2016
Q1 		$764K Buy
+7,286
New +$722K 0.14% 78
2014
Q4 		– Sell
-1,198
Closed -$121K – 197
2014
Q3 		$121K Sell
1,198
-766
-39% -$78.3K 0.02% 154
2014
Q2 		$200K Buy
+1,964
New +$194K 0.04% 151

Other funds holding VTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Emerson Investment Management's VTI Position: Q1 2016 in Review

Emerson Investment Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2016: 7,286 shares worth $764K. The stake represents 0.14% of the portfolio and ranks #78 among its holdings. This is a return to the name: Emerson Investment Management previously reported a position in VTI as recently as Q3 2014.

Emerson Investment Management first reported a position in VTI in Q2 2014 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold VTI as of Q1 2016.

  • Emerson Investment Management held 7,286 shares of Vanguard Morningstar Total Stock Market ETF worth $764K as of Q1 2016.
  • Vanguard Morningstar Total Stock Market ETF was a new Emerson Investment Management position in Q1 2016.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Emerson Investment Management's portfolio in Q1 2016, its #78 holding.
  • Emerson Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2014 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.