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Hoxton Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hoxton Financial’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 		$1K Hold
10
– – ﹤0.01% 346
2015
Q4 		$1K Hold
10
– – ﹤0.01% 309
2015
Q3 		$1K Hold
10
– – ﹤0.01% 323
2015
Q2 		$1K Hold
10
– – ﹤0.01% 330
2015
Q1 		$1K Hold
10
– – ﹤0.01% 319
2014
Q4 		$1K Hold
10
– – ﹤0.01% 337
2014
Q3 		$1K Buy
+10
New +$1.02K ﹤0.01% 309

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

Hoxton Financial's VTI Position: Q1 2016 in Review

Hoxton Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2016 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Hoxton Financial first reported a position in VTI in Q3 2014 and has held it in 7 quarters since. 727 funds tracked by Wall St. Rank hold VTI as of Q1 2016.

  • Hoxton Financial held 10 shares of Vanguard Morningstar Total Stock Market ETF worth $1K as of Q1 2016.
  • Hoxton Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2016.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Hoxton Financial's portfolio in Q1 2016, its #346 holding.
  • Hoxton Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2014 and has held it in 7 quarters since.
  • 727 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.