Harel Insurance Investments & Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Harel Insurance Investments & Financial Services’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	-8,600	Closed	-$1.11M	–	513
2017 Q3	$1.11M	Sell	8,600 -700	-8%	-$88.7K	0.09%	60
2017 Q2	$1.16M	Sell	9,300 -1,100	-11%	-$136K	0.09%	65
2017 Q1	$1.25M	Buy	+10,400	New	+$1.25M	0.11%	55
2016 Q3	–	Sell	-11,400	Closed	-$1.22M	–	668
2016 Q2	$1.22M	Buy	+11,400	New	+$1.21M	0.15%	51

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 $445B AUM 25.58% 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

Harel Insurance Investments & Financial Services's VTI Position: Q4 2017 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2017, closing a stake of 8,600 shares — an estimated $1.11M sold.

Harel Insurance Investments & Financial Services first reported a position in VTI in Q2 2016 and held it in 4 quarters. The position peaked at $1.25M in Q1 2017. 1,084 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

Harel Insurance Investments & Financial Services reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 8,600 Vanguard Morningstar Total Stock Market ETF shares in Q4 2017, an estimated $1.11M.
Harel Insurance Investments & Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2016 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.25M in Q1 2017.
1,084 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.