Keel Point Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Keel Point 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
2014 Q4	$243K	Buy	+2,296	New	+$238K	0.2%	56

Other funds holding VTI

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

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

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

WIM

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

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

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

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

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

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

Keel Point Advisors's VTI Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2014: 2,296 shares worth $243K. The stake represents 0.2% of the portfolio and ranks #56 among its holdings.

618 funds tracked by Wall St. Rank hold VTI as of Q4 2014.

Keel Point Advisors held 2,296 shares of Vanguard Morningstar Total Stock Market ETF worth $243K as of Q4 2014.
Vanguard Morningstar Total Stock Market ETF was a new Keel Point Advisors position in Q4 2014.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of Keel Point Advisors's portfolio in Q4 2014, its #56 holding.
618 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.