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

Evanston 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
2016 Q4	–	Sell	-1,958	Closed	-$218K	–	61
2016 Q3	$218K	Buy	1,958 +7	+0.4%	+$776	0.07%	57
2016 Q2	$209K	Buy	+1,951	New	+$207K	0.07%	58
2015 Q2	–	Sell	-7,841	Closed	-$841K	–	67
2015 Q1	$841K	Sell	7,841 -266	-3%	-$28.4K	0.28%	51
2014 Q4	$859K	Hold	8,107	–	–	0.3%	50
2014 Q3	$821K	Sell	8,107 -858	-10%	-$87.7K	0.28%	52
2014 Q2	$912K	Hold	8,965	–	–	0.32%	52
2014 Q1	$874K	Hold	8,965	–	–	0.31%	52
2013 Q4	$860K	Hold	8,965	–	–	0.32%	50
2013 Q3	$786K	Buy	+8,965	New	+$779K	0.32%	51

Other funds holding VTI

MFRM

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evanston Advisors's VTI Position: Q4 2016 in Review

Evanston Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2016, closing a stake of 1,958 shares — an estimated $218K sold.

Evanston Advisors first reported a position in VTI in Q3 2013 and held it in 9 quarters. The position peaked at $912K in Q2 2014. 882 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

Evanston Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2016 after selling out during the quarter.
Evanston Advisors sold 1,958 Vanguard Morningstar Total Stock Market ETF shares in Q4 2016, an estimated $218K.
Evanston Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2013 and held it in 9 quarters.
Evanston Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $912K in Q2 2014.
882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2016.

Based on Evanston Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.