Lodestar Investment Counsel’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$12M	Buy	79,739 +1,765	+2%	+$260K	1.23%	28
2019 Q1	$11.3M	Buy	77,974 +2,218	+3%	+$309K	1.21%	31
2018 Q4	$9.67M	Buy	75,756 +1,416	+2%	+$195K	1.18%	29
2018 Q3	$11.1M	Buy	74,340 +135	+0.2%	+$19.9K	1.2%	30
2018 Q2	$10.4M	Sell	74,205 -287	-0.4%	-$40K	1.2%	32
2018 Q1	$10.1M	Sell	74,492 -1,822	-2%	-$255K	1.18%	33
2017 Q4	$10.5M	Sell	76,314 -222	-0.3%	-$29.7K	1.21%	31
2017 Q3	$9.91M	Sell	76,536 -2,082	-3%	-$264K	1.22%	31
2017 Q2	$9.78M	Sell	78,618 -2,860	-4%	-$352K	1.25%	32
2017 Q1	$9.88M	Buy	81,478 +1,071	+1%	+$128K	1.28%	31
2016 Q4	$9.27M	Buy	80,407 +132	+0.2%	+$14.8K	1.25%	32
2016 Q3	$8.94M	Buy	80,275 +2,506	+3%	+$278K	1.23%	35
2016 Q2	$8.33M	Sell	77,769 -475	-0.6%	-$50.3K	1.19%	38
2016 Q1	$8.2M	Buy	78,244 +757	+1%	+$75.1K	1.18%	34
2015 Q4	$8.08M	Sell	77,487 -131	-0.2%	-$13.8K	1.28%	30
2015 Q3	$7.66M	Buy	77,618 +885	+1%	+$92.9K	1.29%	31
2015 Q2	$8.21M	Buy	76,733 +1,070	+1%	+$117K	1.29%	32
2015 Q1	$8.12M	Buy	75,663 +72,068	+2,005%	+$7.7M	1.25%	33
2014 Q4	$381K	Sell	3,595 -800	-18%	-$82.8K	0.11%	86
2014 Q3	$445K	Hold	4,395	–	–	0.14%	78
2014 Q2	$447K	Sell	4,395 -400	-8%	-$39.4K	0.13%	78
2014 Q1	$467K	Sell	4,795 -100	-2%	-$9.57K	0.15%	76
2013 Q4	$470K	Buy	4,895 +100	+2%	+$9.2K	0.15%	69
2013 Q3	$420K	Buy	4,795 +875	+22%	+$76K	0.15%	69
2013 Q2	$324K	Buy	+3,920	New	+$325K	0.12%	77

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lodestar Investment Counsel's VTI Position: Q2 2019 in Review

Lodestar Investment Counsel increased its Vanguard Total Stock Market ETF (VTI) stake by 2.3% in Q2 2019, buying an estimated $260K and bringing the position to 79,739 shares worth $12M. The position accounts for 1.23% of the portfolio, ranked #28.

Lodestar Investment Counsel first reported a position in VTI in Q2 2013 and has held it in 25 quarters since. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

Lodestar Investment Counsel held 79,739 shares of Vanguard Total Stock Market ETF worth $12M as of Q2 2019.
Lodestar Investment Counsel bought 1,765 Vanguard Total Stock Market ETF shares in Q2 2019, an estimated $260K.
Vanguard Total Stock Market ETF made up 1.23% of Lodestar Investment Counsel's portfolio in Q2 2019, its #28 holding.
Lodestar Investment Counsel first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 25 quarters since.
1,307 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.