IndexIQ Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

IndexIQ 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
2019 Q1	–	Sell	-72,307	Closed	-$9.23M	–	684
2018 Q4	$9.23M	Buy	72,307 +54,523	+307%	+$7.53M	0.26%	59
2018 Q3	$2.66M	Sell	17,784 -120,662	-87%	-$17.8M	0.09%	202
2018 Q2	$19.4M	Sell	138,446 -151,708	-52%	-$21.2M	0.6%	36
2018 Q1	$39.4M	Sell	290,154 -5,044	-2%	-$707K	1.27%	15
2017 Q4	$40.5M	Sell	295,198 -12,118	-4%	-$1.62M	1.49%	14
2017 Q3	$39.8M	Sell	307,316 -43,736	-12%	-$5.54M	1.71%	12
2017 Q2	$43.7M	Buy	351,052 +338,009	+2,591%	+$41.7M	2.1%	10
2017 Q1	$1.58M	Buy	13,043 +12,952	+14,233%	+$1.55M	0.08%	121
2016 Q4	$11K	Buy	+91	New	+$10.2K	﹤0.01%	308

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

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

MFRM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

IndexIQ Advisors's VTI Position: Q1 2019 in Review

IndexIQ Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2019, closing a stake of 72,307 shares — an estimated $9.23M sold.

IndexIQ Advisors first reported a position in VTI in Q4 2016 and held it in 9 quarters. The position peaked at $43.7M in Q2 2017. 1,279 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

IndexIQ Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2019 after selling out during the quarter.
IndexIQ Advisors sold 72,307 Vanguard Total Stock Market ETF shares in Q1 2019, an estimated $9.23M.
IndexIQ Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and held it in 9 quarters.
IndexIQ Advisors's Vanguard Total Stock Market ETF position peaked at $43.7M in Q2 2017.
1,279 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2019.

Based on IndexIQ Advisors's 13F filing for Q1 2019, filed 6 May 2019.