Mader & Shannon Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mader & Shannon Wealth Management’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 Q4	–	Sell	-57,636	Closed	-$8.7M	–	22
2019 Q3	$8.7M	Buy	+57,636	New	+$8.69M	6.89%	6
2017 Q3	–	Sell	-1,421	Closed	-$176K	–	30
2017 Q2	$176K	Buy	+1,421	New	+$175K	0.24%	11
2017 Q1	–	Sell	-177,020	Closed	-$20.4M	–	17
2016 Q4	$20.4M	Sell	177,020 -72,410	-29%	-$8.15M	16.97%	3
2016 Q3	$27.8M	Buy	249,430 +24,506	+11%	+$2.72M	21.11%	1
2016 Q2	$24.1M	Buy	+224,924	New	+$23.8M	17.29%	3

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Mader & Shannon Wealth Management's VTI Position: Q4 2019 in Review

Mader & Shannon Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2019, closing a stake of 57,636 shares — an estimated $8.7M sold.

Mader & Shannon Wealth Management first reported a position in VTI in Q2 2016 and held it in 5 quarters. The position peaked at $27.8M in Q3 2016. 1,557 funds tracked by Wall St. Rank hold VTI as of Q4 2019.

Mader & Shannon Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2019 after selling out during the quarter.
Mader & Shannon Wealth Management sold 57,636 Vanguard Total Stock Market ETF shares in Q4 2019, an estimated $8.7M.
Mader & Shannon Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2016 and held it in 5 quarters.
Mader & Shannon Wealth Management's Vanguard Total Stock Market ETF position peaked at $27.8M in Q3 2016.
1,557 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2019.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.