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LifePlan Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

LifePlan Financial 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
2020
Q3 		$708K Sell
4,157
-117
-3% -$19.7K 0.3% 64
2020
Q2 		$669K Sell
4,274
-698
-14% -$103K 0.31% 64
2020
Q1 		$641K Buy
4,972
+402
+9% +$62.2K 0.35% 59
2019
Q4 		$748K Sell
4,570
-31
-0.7% -$4.86K 0.33% 59
2019
Q3 		$695K Sell
4,601
-121
-3% -$18.2K 0.33% 57
2019
Q2 		$709K Sell
4,722
-810
-15% -$119K 0.34% 54
2019
Q1 		$801K Sell
5,532
-131
-2% -$18.3K 0.43% 48
2018
Q4 		$723K Sell
5,663
-1,476
-21% -$204K 0.45% 45
2018
Q3 		$1.07M Sell
7,139
-1,036
-13% -$152K 0.58% 40
2018
Q2 		$1.15M Sell
8,175
-905
-10% -$126K 0.64% 38
2018
Q1 		$1.23M Sell
9,080
-24,914
-73% -$3.49M 0.72% 33
2017
Q4 		$4.4M Hold
33,994
– – 2.8% 9
2017
Q3 		$4.4M Buy
33,994
+2,745
+9% +$348K 2.8% 9
2017
Q2 		$3.89M Buy
31,249
+756
+2% +$93.2K 2.66% 9
2017
Q1 		$3.7M Buy
30,493
+11,365
+59% +$1.36M 2.57% 9
2016
Q4 		$2.21M Buy
19,128
+16,615
+661% +$1.87M 1.55% 19
2016
Q3 		$280K Buy
+2,513
New +$279K 0.19% 90
2014
Q2 		– Sell
-902
Closed -$88K – 216
2014
Q1 		$88K Buy
902
+707
+363% +$67.7K 0.07% 90
2013
Q4 		$19K Hold
195
– – 0.01% 139
2013
Q3 		$17K Hold
195
– – 0.01% 134
2013
Q2 		$16K Buy
+195
New +$16.2K 0.02% 105

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LifePlan Financial Group's VTI Position: Q3 2020 in Review

LifePlan Financial Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.7% in Q3 2020, selling an estimated $19.7K and leaving 4,157 shares worth $708K. The position accounts for 0.3% of the portfolio, ranked #64.

LifePlan Financial Group first reported a position in VTI in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.4M in Q4 2017. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

  • LifePlan Financial Group held 4,157 shares of Vanguard Total Stock Market ETF worth $708K as of Q3 2020.
  • LifePlan Financial Group sold 117 Vanguard Total Stock Market ETF shares in Q3 2020, an estimated $19.7K.
  • Vanguard Total Stock Market ETF made up 0.3% of LifePlan Financial Group's portfolio in Q3 2020, its #64 holding.
  • LifePlan Financial Group first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 21 quarters since.
  • LifePlan Financial Group's Vanguard Total Stock Market ETF position peaked at $4.4M in Q4 2017.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.