LCP
VTI icon

Legacy Capital Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Legacy Capital Partners’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
2018
Q1 		– Sell
-1,710
Closed -$235K – 122
2017
Q4 		$235K Sell
1,710
-269
-14% -$36K 0.12% 108
2017
Q3 		$256K Sell
1,979
-1,159
-37% -$147K 0.13% 107
2017
Q2 		$391K Sell
3,138
-1
-0% -$123 0.21% 85
2017
Q1 		$381K Buy
3,139
+213
+7% +$25.5K 0.21% 85
2016
Q4 		$338K Buy
2,926
+115
+4% +$12.9K 0.2% 90
2016
Q3 		$313K Buy
2,811
+100
+4% +$11.1K 0.2% 95
2016
Q2 		$291K Sell
2,711
-230
-8% -$24.4K 0.18% 97
2016
Q1 		$309K Sell
2,941
-320
-10% -$31.7K 0.2% 91
2015
Q4 		$341K Hold
3,261
– – 0.22% 88
2015
Q3 		$322K Hold
3,261
– – 0.22% 90
2015
Q2 		$349K Sell
3,261
-196
-6% -$21.4K 0.23% 90
2015
Q1 		$371K Sell
3,457
-174
-5% -$18.6K 0.24% 85
2014
Q4 		$385K Buy
3,631
+675
+23% +$69.9K 0.25% 81
2014
Q3 		$300K Hold
2,956
– – 0.2% 89
2014
Q2 		$301K Sell
2,956
-174
-6% -$17.2K 0.2% 93
2014
Q1 		$306K Sell
3,130
-555
-15% -$53.1K 0.22% 90
2013
Q4 		$354K Sell
3,685
-110
-3% -$10.1K 0.25% 82
2013
Q3 		$333K Buy
3,795
+295
+8% +$25.6K 0.25% 82
2013
Q2 		$290K Buy
+3,500
New +$290K 0.22% 83

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Legacy Capital Partners's VTI Position: Q1 2018 in Review

Legacy Capital Partners sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2018, closing a stake of 1,710 shares — an estimated $235K sold.

Legacy Capital Partners first reported a position in VTI in Q2 2013 and held it in 19 quarters. The position peaked at $391K in Q2 2017. 1,107 funds tracked by Wall St. Rank hold VTI as of Q1 2018.

  • Legacy Capital Partners reported no remaining Vanguard Total Stock Market ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Capital Partners sold 1,710 Vanguard Total Stock Market ETF shares in Q1 2018, an estimated $235K.
  • Legacy Capital Partners first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 19 quarters.
  • Legacy Capital Partners's Vanguard Total Stock Market ETF position peaked at $391K in Q2 2017.
  • 1,107 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2018.

Based on Legacy Capital Partners's 13F filing for Q1 2018, filed 25 Apr 2018.