Griffin Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Griffin Asset Management’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
2019 Q3	–	Sell	-80	Closed	-$12K	–	474
2019 Q2	$12K	Buy	+80	New	+$11.8K	﹤0.01%	471
2018 Q2	–	Sell	-1,563	Closed	-$212K	–	211
2018 Q1	$212K	Buy	+1,563	New	+$219K	0.04%	197
2017 Q4	–	Sell	-1,998	Closed	-$259K	–	215
2017 Q3	$259K	Buy	+1,998	New	+$253K	0.05%	192

Other funds holding VTI

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Griffin Asset Management's VTI Position: Q3 2019 in Review

Griffin Asset Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2019, closing a stake of 80 shares — an estimated $12K sold.

Griffin Asset Management first reported a position in VTI in Q3 2017 and held it in 3 quarters. The position peaked at $259K in Q3 2017. 1,316 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

Griffin Asset Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2019 after selling out during the quarter.
Griffin Asset Management sold 80 Vanguard Morningstar Total Stock Market ETF shares in Q3 2019, an estimated $12K.
Griffin Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and held it in 3 quarters.
Griffin Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $259K in Q3 2017.
1,316 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2019.

Based on Griffin Asset Management's 13F filing for Q3 2019, filed 5 Nov 2019.