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Ferguson Shapiro’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ferguson Shapiro’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
2020
Q1 		– Sell
-22,765
Closed -$3.73M – 27
2019
Q4 		$3.73M Buy
+22,765
New +$3.57M 2.82% 8

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ferguson Shapiro's VTI Position: Q1 2020 in Review

Ferguson Shapiro sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 22,765 shares — an estimated $3.73M sold.

Ferguson Shapiro first reported a position in VTI in Q4 2019 and held it in 1 quarter. The position peaked at $3.73M in Q4 2019. 1,501 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

  • Ferguson Shapiro reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Ferguson Shapiro sold 22,765 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $3.73M.
  • Ferguson Shapiro first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Ferguson Shapiro's Vanguard Morningstar Total Stock Market ETF position peaked at $3.73M in Q4 2019.
  • 1,501 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on Ferguson Shapiro's 13F filing for Q1 2020, filed 21 Apr 2020.