KKAMG
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Kernodle & Katon Asset Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kernodle & Katon Asset Management Group’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
2017
Q1 		$19K Hold
155
– – 0.01% 197
2016
Q4 		$18K Hold
155
– – 0.01% 203
2016
Q3 		$17K Hold
155
– – 0.01% 228
2016
Q2 		$17K Hold
155
– – 0.02% 191
2016
Q1 		$16K Buy
+155
New +$15.4K 0.02% 181

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

Kernodle & Katon Asset Management Group's VTI Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2017 at 155 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #197.

Kernodle & Katon Asset Management Group first reported a position in VTI in Q1 2016 and has held it in 5 quarters since. 900 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 155 shares of Vanguard Total Stock Market ETF worth $19K as of Q1 2017.
  • Kernodle & Katon Asset Management Group left its Vanguard Total Stock Market ETF share count unchanged in Q1 2017.
  • Vanguard Total Stock Market ETF made up 0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #197 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and has held it in 5 quarters since.
  • 900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.