Girard Securities’s Vanguard Total Stock Market ETF VTI Stock Holding History

Girard Securities’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	–	Sell	-3,838	Closed	-$495K	–	115
2017 Q3	$495K	Sell	3,838 -2,260	-37%	-$286K	0.44%	50
2017 Q2	$761K	Sell	6,098 -398	-6%	-$49K	0.57%	45
2017 Q1	$788K	Sell	6,496 -348	-5%	-$41.7K	0.67%	39
2016 Q4	$789K	Buy	6,844 +1,012	+17%	+$114K	0.69%	38
2016 Q3	$649K	Buy	5,832 +897	+18%	+$99.5K	0.66%	40
2016 Q2	$527K	Buy	4,935 +539	+12%	+$57.1K	0.48%	59
2016 Q1	$460K	Buy	4,396 +7	+0.2%	+$694	0.45%	61
2015 Q4	$457K	Buy	+4,389	New	+$462K	0.46%	61

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

Girard Securities's VTI Position: Q4 2017 in Review

Girard Securities sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2017, closing a stake of 3,838 shares — an estimated $495K sold.

Girard Securities first reported a position in VTI in Q4 2015 and held it in 8 quarters. The position peaked at $789K in Q4 2016. 1,083 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

Girard Securities reported no remaining Vanguard Total Stock Market ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 3,838 Vanguard Total Stock Market ETF shares in Q4 2017, an estimated $495K.
Girard Securities first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and held it in 8 quarters.
Girard Securities's Vanguard Total Stock Market ETF position peaked at $789K in Q4 2016.
1,083 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.