LWMG
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Lakeside Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lakeside Wealth 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 		$586K Hold
5,262
– – 20.04% 2
2016
Q4 		$586K Hold
5,262
– – 18.58% 2
2016
Q3 		$586K Buy
+5,262
New +$584K 18.58% 2

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

Lakeside Wealth Management Group's VTI Position: Q1 2017 in Review

Lakeside Wealth Management Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2017 at 5,262 shares worth $586K. The position accounts for 20.04% of the portfolio, ranked #2.

Lakeside Wealth Management Group first reported a position in VTI in Q3 2016 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

  • Lakeside Wealth Management Group held 5,262 shares of Vanguard Morningstar Total Stock Market ETF worth $586K as of Q1 2017.
  • Lakeside Wealth Management Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2017.
  • Vanguard Morningstar Total Stock Market ETF made up 20.04% of Lakeside Wealth Management Group's portfolio in Q1 2017, its #2 holding.
  • Lakeside Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.