F
VTI icon

FutureAdvisor’s Vanguard Total Stock Market ETF VTI Stock Holding History

FutureAdvisor’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
Q3 		$10.2M Buy
103,711
+13,697
+15% +$1.44M 1.66% 20
2015
Q2 		$9.7M Buy
90,014
+12,901
+17% +$1.41M 1.7% 22
2015
Q1 		$8.27M Buy
77,113
+22,924
+42% +$2.45M 1.96% 20
2014
Q4 		$5.73M Buy
+54,189
New +$5.61M 1.95% 18

Other funds holding VTI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FutureAdvisor's VTI Position: Q3 2015 in Review

FutureAdvisor increased its Vanguard Total Stock Market ETF (VTI) stake by 15% in Q3 2015, buying an estimated $1.44M and bringing the position to 103,711 shares worth $10.2M. The position accounts for 1.66% of the portfolio, ranked #20.

FutureAdvisor first reported a position in VTI in Q4 2014 and has held it in 4 quarters since. 649 funds tracked by Wall St. Rank hold VTI as of Q3 2015.

  • FutureAdvisor held 103,711 shares of Vanguard Total Stock Market ETF worth $10.2M as of Q3 2015.
  • FutureAdvisor bought 13,697 Vanguard Total Stock Market ETF shares in Q3 2015, an estimated $1.44M.
  • Vanguard Total Stock Market ETF made up 1.66% of FutureAdvisor's portfolio in Q3 2015, its #20 holding.
  • FutureAdvisor first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and has held it in 4 quarters since.
  • 649 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.