Mader & Shannon Wealth Management’s Vanguard Morningstar 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 $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mader & Shannon Wealth Management sold out of Vanguard Morningstar 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. 1,559 funds tracked by Wall St. Rank hold VTI as of Q4 2019.

Mader & Shannon Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2019 after selling out during the quarter.
Mader & Shannon Wealth Management sold 57,636 Vanguard Morningstar Total Stock Market ETF shares in Q4 2019, an estimated $8.7M.
Mader & Shannon Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2016 and held it in 5 quarters.
Mader & Shannon Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $27.8M in Q3 2016.
1,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2019.

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