Kopp Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kopp Investment 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
2019 Q3	$574K	Hold	3,800	–	–	1.05%	25
2019 Q2	$570K	Hold	3,800	–	–	0.65%	28
2019 Q1	$550K	Hold	3,800	–	–	0.45%	41
2018 Q4	$485K	Hold	3,800	–	–	0.47%	44
2018 Q3	$569K	Hold	3,800	–	–	0.48%	44
2018 Q2	$534K	Hold	3,800	–	–	0.5%	46
2018 Q1	$516K	Hold	3,800	–	–	0.52%	49
2017 Q4	$522K	Buy	3,800 +200	+6%	+$26.8K	0.52%	51
2017 Q3	$466K	Hold	3,600	–	–	0.43%	52
2017 Q2	$448K	Hold	3,600	–	–	0.4%	50
2017 Q1	$437K	Hold	3,600	–	–	0.43%	51
2016 Q4	$415K	Hold	3,600	–	–	0.44%	52
2016 Q3	$401K	Hold	3,600	–	–	0.4%	51
2016 Q2	$386K	Hold	3,600	–	–	0.21%	52
2016 Q1	$377K	Hold	3,600	–	–	0.21%	52
2015 Q4	$375K	Hold	3,600	–	–	0.18%	55
2015 Q3	$355K	Hold	3,600	–	–	0.19%	54
2015 Q2	$385K	Hold	3,600	–	–	0.17%	57
2015 Q1	$386K	Sell	3,600 -300	-8%	-$32K	0.17%	59
2014 Q4	$413K	Hold	3,900	–	–	0.2%	57
2014 Q3	$395K	Hold	3,900	–	–	0.2%	57
2014 Q2	$397K	Hold	3,900	–	–	0.18%	59
2014 Q1	$380K	Hold	3,900	–	–	0.16%	57
2013 Q4	$374K	Hold	3,900	–	–	0.17%	56
2013 Q3	$342K	Buy	3,900 +800	+26%	+$69.5K	0.13%	82
2013 Q2	$256K	Buy	+3,100	New	+$257K	0.1%	89

Other funds holding VTI

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

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

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

MFRM

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kopp Investment Advisors's VTI Position: Q3 2019 in Review

Kopp Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2019 at 3,800 shares worth $574K. The position accounts for 1.05% of the portfolio, ranked #25.

Kopp Investment Advisors first reported a position in VTI in Q2 2013 and has held it in 26 quarters since. 1,315 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

Kopp Investment Advisors held 3,800 shares of Vanguard Morningstar Total Stock Market ETF worth $574K as of Q3 2019.
Kopp Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2019.
Vanguard Morningstar Total Stock Market ETF made up 1.05% of Kopp Investment Advisors's portfolio in Q3 2019, its #25 holding.
Kopp Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 26 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.