I2I
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Insight 2811 Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

Insight 2811 Inc’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
2014
Q4 		– Sell
-2,627
Closed -$266K – 176
2014
Q3 		$266K Hold
2,627
– – 0.11% 102
2014
Q2 		$267K Sell
2,627
-200
-7% -$19.7K 0.11% 103
2014
Q1 		$276K Buy
+2,827
New +$271K 0.12% 101

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Insight 2811 Inc's VTI Position: Q4 2014 in Review

Insight 2811 Inc sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2014, closing a stake of 2,627 shares — an estimated $266K sold.

Insight 2811 Inc first reported a position in VTI in Q1 2014 and held it in 3 quarters. The position peaked at $276K in Q1 2014. 616 funds tracked by Wall St. Rank hold VTI as of Q4 2014.

  • Insight 2811 Inc reported no remaining Vanguard Total Stock Market ETF position as of Q4 2014 after selling out during the quarter.
  • Insight 2811 Inc sold 2,627 Vanguard Total Stock Market ETF shares in Q4 2014, an estimated $266K.
  • Insight 2811 Inc first reported a position in Vanguard Total Stock Market ETF in Q1 2014 and held it in 3 quarters.
  • Insight 2811 Inc's Vanguard Total Stock Market ETF position peaked at $276K in Q1 2014.
  • 616 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2014.

Based on Insight 2811 Inc's 13F filing for Q4 2014, filed 12 Feb 2015.