IWC
VTI icon

Integrated Wealth Counsel’s Vanguard Total Stock Market ETF VTI Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$8K Sell
68
-86
-56% -$9.67K 0.02% 180
2016
Q3 		$17K Buy
+154
New +$17.1K 0.04% 115

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $52.8B AUM 15.34% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Counsel's VTI Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its Vanguard Total Stock Market ETF (VTI) stake by 56% in Q4 2016, selling an estimated $9.67K and leaving 68 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #180.

Integrated Wealth Counsel first reported a position in VTI in Q3 2016 and has held it in 2 quarters since. The position peaked at $17K in Q3 2016. 880 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

  • Integrated Wealth Counsel held 68 shares of Vanguard Total Stock Market ETF worth $8K as of Q4 2016.
  • Integrated Wealth Counsel sold 86 Vanguard Total Stock Market ETF shares in Q4 2016, an estimated $9.67K.
  • Vanguard Total Stock Market ETF made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #180 holding.
  • Integrated Wealth Counsel first reported a position in Vanguard Total Stock Market ETF in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's Vanguard Total Stock Market ETF position peaked at $17K in Q3 2016.
  • 880 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.