Kanaly Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kanaly Trust’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	$32K	Hold	274	–	–	0.01%	347
2016 Q3	$31K	Hold	274	–	–	0.01%	346
2016 Q2	$29K	Hold	274	–	–	0.01%	371
2016 Q1	$29K	Hold	274	–	–	0.01%	375
2015 Q4	$29K	Hold	274	–	–	0.01%	365
2015 Q3	$27K	Hold	274	–	–	0.01%	396
2015 Q2	$29K	Hold	274	–	–	0.01%	398
2015 Q1	$29K	Hold	274	–	–	0.01%	343
2014 Q4	$29K	Hold	274	–	–	0.01%	344
2014 Q3	$28K	Hold	274	–	–	0.01%	357
2014 Q2	$28K	Buy	+274	New	+$27K	0.01%	364

Other funds holding VTI

MFRM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kanaly Trust's VTI Position: Q4 2016 in Review

Kanaly Trust held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2016 at 274 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #347.

Kanaly Trust first reported a position in VTI in Q2 2014 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

Kanaly Trust held 274 shares of Vanguard Morningstar Total Stock Market ETF worth $32K as of Q4 2016.
Kanaly Trust left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2016.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #347 holding.
Kanaly Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2014 and has held it in 11 quarters since.
882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.