IH
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IFC Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IFC Holdings’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
-49,977
Closed -$6.87M – 424
2017
Q4 		$6.87M Buy
49,977
+36
+0.1% +$4.82K 0.47% 36
2017
Q3 		$6.47M Buy
49,941
+1,603
+3% +$203K 0.45% 35
2017
Q2 		$6.01M Sell
48,338
-20,244
-30% -$2.49M 0.46% 34
2017
Q1 		$8.32M Sell
68,582
-2,755
-4% -$330K 0.73% 26
2016
Q4 		$8.23M Buy
71,337
+6,139
+9% +$691K 0.82% 25
2016
Q3 		$7.26M Buy
65,198
+1,823
+3% +$202K 0.76% 24
2016
Q2 		$6.81M Buy
63,375
+472
+0.8% +$50K 0.77% 27
2016
Q1 		$6.64M Buy
62,903
+1,573
+3% +$156K 0.84% 27
2015
Q4 		$6.4M Buy
61,330
+3,114
+5% +$328K 0.85% 23
2015
Q3 		$5.8M Buy
58,216
+5,347
+10% +$561K 0.88% 24
2015
Q2 		$5.76M Buy
52,869
+1,199
+2% +$131K 0.84% 24
2015
Q1 		$5.52M Buy
51,670
+14,451
+39% +$1.54M 0.84% 21
2014
Q4 		$4M Buy
37,219
+13,095
+54% +$1.36M 0.66% 28
2014
Q3 		$2.44M Buy
24,124
+3,419
+17% +$350K 0.44% 58
2014
Q2 		$2.11M Buy
20,705
+4,125
+25% +$407K 0.39% 68
2014
Q1 		$1.6M Sell
16,580
-42,688
-72% -$4.09M 0.33% 73
2013
Q4 		$5.65M Sell
59,268
-19,135
-24% -$1.76M 1.19% 17
2013
Q3 		$6.91M Buy
78,403
+29,184
+59% +$2.54M 1.5% 9
2013
Q2 		$4.07M Buy
+49,219
New +$4.08M 0.97% 18

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

IFC Holdings's VTI Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2018, closing a stake of 49,977 shares — an estimated $6.87M sold.

IFC Holdings first reported a position in VTI in Q2 2013 and held it in 19 quarters. The position peaked at $8.32M in Q1 2017. 1,108 funds tracked by Wall St. Rank hold VTI as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 49,977 Vanguard Morningstar Total Stock Market ETF shares in Q1 2018, an estimated $6.87M.
  • IFC Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's Vanguard Morningstar Total Stock Market ETF position peaked at $8.32M in Q1 2017.
  • 1,108 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.