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KIG
Kovitz Investment Group’s
Vanguard Total Stock Market ETF
VTI
Stock Holding History
Kovitz Investment Group’s Portfolio
VTI Stock Details
VTI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q4
$1.4M
Sell
13,414
-7,437
-36%
-$783K
0.09%
67
2015
Q3
$2.06M
Sell
20,851
-14,620
-41%
-$1.53M
0.12%
54
2015
Q2
$3.8M
Buy
35,471
+9,262
+35%
+$1.01M
0.21%
48
2015
Q1
$2.81M
Sell
26,209
-4,857
-16%
-$519K
0.15%
50
2014
Q4
$3.29M
Sell
31,066
-4,316
-12%
-$447K
0.16%
47
2014
Q3
$3.58M
Sell
35,382
-628
-2%
-$64.2K
0.18%
42
2014
Q2
$3.67M
Buy
36,010
+11,520
+47%
+$1.14M
0.19%
46
2014
Q1
$1.98M
Sell
24,490
-13,485
-36%
-$1.29M
0.1%
61
2013
Q4
$3.64M
Buy
37,975
+7,856
+26%
+$723K
0.17%
46
2013
Q3
$2.64M
Buy
30,119
+525
+2%
+$45.6K
0.13%
55
2013
Q2
$2.45M
Buy
+29,594
New
+$2.46M
0.13%
57
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12.26%
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UBS Group
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1-Year Est. Return
WIM
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$7.79B AUM
7.81%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
W
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$10.4B AUM
6.15%
1-Year Est. Return
Betterment LLC
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$52.8B AUM
15.34%
1-Year Est. Return
WCM
Wealthcare Capital Management
Richmond, Virginia
$1.05B AUM
14.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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