HWP
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Hefty Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		– Sell
-1,386
Closed -$190K – 281
2017
Q4 		$190K Buy
1,386
+428
+45% +$57.3K 0.12% 86
2017
Q3 		$124K Sell
958
-64,360
-99% -$8.15M 0.08% 91
2017
Q2 		$8.13M Buy
+65,318
New +$8.05M 5.55% 1
2016
Q1 		– Sell
-680
Closed -$70K – 233
2015
Q4 		$70K Buy
+680
New +$71.6K 0.07% 98

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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

Hefty Wealth Partners's VTI Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2018, closing a stake of 1,386 shares — an estimated $190K sold.

Hefty Wealth Partners first reported a position in VTI in Q4 2015 and held it in 4 quarters. The position peaked at $8.13M in Q2 2017. 1,107 funds tracked by Wall St. Rank hold VTI as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Vanguard Total Stock Market ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 1,386 Vanguard Total Stock Market ETF shares in Q1 2018, an estimated $190K.
  • Hefty Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and held it in 4 quarters.
  • Hefty Wealth Partners's Vanguard Total Stock Market ETF position peaked at $8.13M in Q2 2017.
  • 1,107 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.