LMCG Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LMCG Investments’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
2015 Q3	$518K	Buy	+5,250	New	+$551K	0.01%	444

Other funds holding VTI

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

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

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

LMCG Investments's VTI Position: Q3 2015 in Review

LMCG Investments opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2015: 5,250 shares worth $518K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings.

651 funds tracked by Wall St. Rank hold VTI as of Q3 2015.

LMCG Investments held 5,250 shares of Vanguard Morningstar Total Stock Market ETF worth $518K as of Q3 2015.
Vanguard Morningstar Total Stock Market ETF was a new LMCG Investments position in Q3 2015.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of LMCG Investments's portfolio in Q3 2015, its #444 holding.
651 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.