Janney Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Janney Capital Management’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
2020 Q1	–	Sell	-2,750	Closed	-$450K	–	205
2019 Q4	$450K	Hold	2,750	–	–	0.02%	154
2019 Q3	$415K	Hold	2,750	–	–	0.02%	154
2019 Q2	$413K	Hold	2,750	–	–	0.02%	141
2019 Q1	$398K	Sell	2,750 -12	-0.4%	-$1.67K	0.02%	145
2018 Q4	$353K	Buy	2,762 +12	+0.4%	+$1.66K	0.02%	146
2018 Q3	$412K	Hold	2,750	–	–	0.02%	164
2018 Q2	$386K	Sell	2,750 -1,645	-37%	-$229K	0.02%	161
2018 Q1	$596K	Buy	4,395 +1,645	+60%	+$231K	0.03%	124
2017 Q4	$377K	Hold	2,750	–	–	0.02%	162
2017 Q3	$356K	Buy	+2,750	New	+$348K	0.02%	169

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Capital Management's VTI Position: Q1 2020 in Review

Janney Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 2,750 shares — an estimated $450K sold.

Janney Capital Management first reported a position in VTI in Q3 2017 and held it in 10 quarters. The position peaked at $596K in Q1 2018. 1,502 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Janney Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Janney Capital Management sold 2,750 Vanguard Total Stock Market ETF shares in Q1 2020, an estimated $450K.
Janney Capital Management first reported a position in Vanguard Total Stock Market ETF in Q3 2017 and held it in 10 quarters.
Janney Capital Management's Vanguard Total Stock Market ETF position peaked at $596K in Q1 2018.
1,502 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2020.

Based on Janney Capital Management's 13F filing for Q1 2020, filed 30 Apr 2020.