Hillview Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Hillview Capital Advisors’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 Q3	–	Sell	-2,583	Closed	-$363K	–	6
2018 Q2	$363K	Sell	2,583 -1,404	-35%	-$196K	1.42%	3
2018 Q1	$541K	Sell	3,987 -108	-3%	-$15.1K	2.07%	3
2017 Q4	$562K	Hold	4,095	–	–	2.38%	3
2017 Q3	$530K	Hold	4,095	–	–	2.28%	3
2017 Q2	$510K	Buy	4,095 +1,736	+74%	+$214K	2.29%	3
2017 Q1	$286K	Buy	+2,359	New	+$283K	1.25%	5
2016 Q4	–	Sell	-1,819	Closed	-$203K	–	4
2016 Q3	$203K	Buy	+1,819	New	+$202K	2.5%	4
2016 Q2	–	Sell	-2,077	Closed	-$218K	–	6
2016 Q1	$218K	Buy	2,077 +114	+6%	+$11.3K	2.84%	6
2015 Q4	$205K	Buy	+1,963	New	+$207K	0.35%	7

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hillview Capital Advisors's VTI Position: Q3 2018 in Review

Hillview Capital Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2018, closing a stake of 2,583 shares — an estimated $363K sold.

Hillview Capital Advisors first reported a position in VTI in Q4 2015 and held it in 9 quarters. The position peaked at $562K in Q4 2017. 1,142 funds tracked by Wall St. Rank hold VTI as of Q3 2018.

Hillview Capital Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q3 2018 after selling out during the quarter.
Hillview Capital Advisors sold 2,583 Vanguard Total Stock Market ETF shares in Q3 2018, an estimated $363K.
Hillview Capital Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and held it in 9 quarters.
Hillview Capital Advisors's Vanguard Total Stock Market ETF position peaked at $562K in Q4 2017.
1,142 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2018.

Based on Hillview Capital Advisors's 13F filing for Q3 2018, filed 23 Oct 2018.