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

Huber Financial 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
2020 Q1	$1.58M	Sell	12,230 -1,211	-9%	-$187K	0.59%	21
2019 Q4	$2.2M	Sell	13,441 -1,463	-10%	-$229K	0.76%	18
2019 Q3	$2.25M	Sell	14,904 -1,493	-9%	-$225K	0.88%	17
2019 Q2	$2.46M	Sell	16,397 -983	-6%	-$145K	1.07%	12
2019 Q1	$2.52M	Sell	17,380 -402	-2%	-$56.1K	1.23%	8
2018 Q4	$2.27M	Buy	17,782 +1,306	+8%	+$180K	1.24%	12
2018 Q3	$2.47M	Buy	16,476 +248	+2%	+$36.5K	1.89%	9
2018 Q2	$2.28M	Buy	16,228 +1,152	+8%	+$161K	2.08%	8
2018 Q1	$2.05M	Buy	15,076 +4,216	+39%	+$591K	2.02%	8
2017 Q4	$1.49M	Buy	+10,860	New	+$1.45M	1.64%	12

Other funds holding VTI

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

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Huber Financial Advisors's VTI Position: Q1 2020 in Review

Huber Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9% in Q1 2020, selling an estimated $187K and leaving 12,230 shares worth $1.58M. The position accounts for 0.59% of the portfolio, ranked #21.

Huber Financial Advisors first reported a position in VTI in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.52M in Q1 2019. 1,503 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Huber Financial Advisors held 12,230 shares of Vanguard Morningstar Total Stock Market ETF worth $1.58M as of Q1 2020.
Huber Financial Advisors sold 1,211 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $187K.
Vanguard Morningstar Total Stock Market ETF made up 0.59% of Huber Financial Advisors's portfolio in Q1 2020, its #21 holding.
Huber Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.52M in Q1 2019.
1,503 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.