IPC
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Independent Portfolio Consultants’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$190K Buy
1,530
+10
+0.7% +$1.23K 0.08% 299
2017
Q1 		$184K Hold
1,520
– – 0.06% 341
2016
Q4 		$175K Sell
1,520
-2,920
-66% -$328K 0.06% 347
2016
Q3 		$494K Sell
4,440
-310
-7% -$34.4K 0.15% 235
2016
Q2 		$509K Buy
+4,750
New +$503K 0.16% 215

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's VTI Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.66% in Q2 2017, buying an estimated $1.23K and bringing the position to 1,530 shares worth $190K. The position accounts for 0.08% of the portfolio, ranked #299.

Independent Portfolio Consultants first reported a position in VTI in Q2 2016 and has held it in 5 quarters since. The position peaked at $509K in Q2 2016. 913 funds tracked by Wall St. Rank hold VTI as of Q2 2017.

  • Independent Portfolio Consultants held 1,530 shares of Vanguard Morningstar Total Stock Market ETF worth $190K as of Q2 2017.
  • Independent Portfolio Consultants bought 10 Vanguard Morningstar Total Stock Market ETF shares in Q2 2017, an estimated $1.23K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Independent Portfolio Consultants's portfolio in Q2 2017, its #299 holding.
  • Independent Portfolio Consultants first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2016 and has held it in 5 quarters since.
  • Independent Portfolio Consultants's Vanguard Morningstar Total Stock Market ETF position peaked at $509K in Q2 2016.
  • 913 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.