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Gupta Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gupta Wealth 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
2016
Q1 		$3.76M Buy
35,873
+3,553
+11% +$352K 0.88% 25
2015
Q4 		$3.37M Buy
32,320
+15,506
+92% +$1.63M 0.86% 24
2015
Q3 		$1.66M Buy
16,814
+12,879
+327% +$1.35M 0.4% 59
2015
Q2 		$421K Buy
+3,935
New +$429K 0.1% 165

Other funds holding VTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Gupta Wealth Management's VTI Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q1 2016, buying an estimated $352K and bringing the position to 35,873 shares worth $3.76M. The position accounts for 0.88% of the portfolio, ranked #25.

Gupta Wealth Management first reported a position in VTI in Q2 2015 and has held it in 4 quarters since. 727 funds tracked by Wall St. Rank hold VTI as of Q1 2016.

  • Gupta Wealth Management held 35,873 shares of Vanguard Morningstar Total Stock Market ETF worth $3.76M as of Q1 2016.
  • Gupta Wealth Management bought 3,553 Vanguard Morningstar Total Stock Market ETF shares in Q1 2016, an estimated $352K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.88% of Gupta Wealth Management's portfolio in Q1 2016, its #25 holding.
  • Gupta Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2015 and has held it in 4 quarters since.
  • 727 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.