GFS Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

GFS Private Wealth’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
2017 Q4	$2.96M	Buy	+21,537	New	+$2.88M	1.01%	22

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MFRM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIM

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

GFS Private Wealth's VTI Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2017: 21,537 shares worth $2.96M. The stake represents 1.01% of the portfolio and ranks #22 among its holdings.

1,084 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

GFS Private Wealth held 21,537 shares of Vanguard Morningstar Total Stock Market ETF worth $2.96M as of Q4 2017.
Vanguard Morningstar Total Stock Market ETF was a new GFS Private Wealth position in Q4 2017.
Vanguard Morningstar Total Stock Market ETF made up 1.01% of GFS Private Wealth's portfolio in Q4 2017, its #22 holding.
1,084 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.