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Kinsight LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kinsight LLC’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
Q2 		$2.99M Sell
24,057
-516
-2% -$63.6K 1.7% 9
2017
Q1 		$2.98M Sell
24,573
-421
-2% -$50.4K 1.61% 9
2016
Q4 		$2.88M Hold
24,994
– – 1.51% 9
2016
Q3 		$2.78M Hold
24,994
– – 1.49% 9
2016
Q2 		$2.68M Buy
24,994
+37
+0.1% +$3.92K 1.49% 9
2016
Q1 		$2.62M Sell
24,957
-1,503
-6% -$149K 1.5% 9
2015
Q4 		$2.76M Sell
26,460
-209
-0.8% -$22K 1.61% 11
2015
Q3 		$2.63M Sell
26,669
-17,754
-40% -$1.86M 1.77% 9
2015
Q2 		$4.75M Buy
44,423
+4
+0% +$436 2.44% 9
2015
Q1 		$4.76M Hold
44,419
– – 2.29% 10
2014
Q4 		$4.71M Buy
44,419
+68
+0.2% +$7.04K 2.32% 9
2014
Q3 		$4.49M Sell
44,351
-2,778
-6% -$284K 2.47% 9
2014
Q2 		$4.8M Sell
47,129
-2,584
-5% -$255K 2.84% 6
2014
Q1 		$4.85M Sell
49,713
-4,671
-9% -$447K 2.96% 7
2013
Q4 		$5.22M Buy
54,384
+4
+0% +$368 3.14% 6
2013
Q3 		$4.77M Sell
54,380
-336
-0.6% -$29.2K 2.94% 8
2013
Q2 		$4.52M Buy
+54,716
New +$4.54M 3.05% 7

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kinsight LLC's VTI Position: Q2 2017 in Review

Kinsight LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2017, selling an estimated $63.6K and leaving 24,057 shares worth $2.99M. The position accounts for 1.7% of the portfolio, ranked #9.

Kinsight LLC first reported a position in VTI in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.22M in Q4 2013. 913 funds tracked by Wall St. Rank hold VTI as of Q2 2017.

  • Kinsight LLC held 24,057 shares of Vanguard Morningstar Total Stock Market ETF worth $2.99M as of Q2 2017.
  • Kinsight LLC sold 516 Vanguard Morningstar Total Stock Market ETF shares in Q2 2017, an estimated $63.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.7% of Kinsight LLC's portfolio in Q2 2017, its #9 holding.
  • Kinsight LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 17 quarters since.
  • Kinsight LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $5.22M in Q4 2013.
  • 913 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2017.

Based on Kinsight LLC's 13F filing for Q2 2017, filed 24 Jul 2017.