Madison Investment Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Madison Investment Holdings’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
2017 Q1	–	Sell	-64,914	Closed	-$7.49M	–	256
2016 Q4	$7.49M	Buy	64,914 +2,900	+5%	+$326K	0.15%	155
2016 Q3	$6.9M	Sell	62,014 -1,200	-2%	-$133K	0.14%	153
2016 Q2	$6.77M	Buy	63,214 +44,214	+233%	+$4.69M	0.14%	147
2016 Q1	$1.99M	Hold	19,000	–	–	0.04%	169
2015 Q4	$1.98M	Buy	+19,000	New	+$2M	0.04%	171

Other funds holding VTI

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

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

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

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

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

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

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

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

Madison Investment Holdings's VTI Position: Q1 2017 in Review

Madison Investment Holdings sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2017, closing a stake of 64,914 shares — an estimated $7.49M sold.

Madison Investment Holdings first reported a position in VTI in Q4 2015 and held it in 5 quarters. The position peaked at $7.49M in Q4 2016. 901 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

Madison Investment Holdings reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2017 after selling out during the quarter.
Madison Investment Holdings sold 64,914 Vanguard Morningstar Total Stock Market ETF shares in Q1 2017, an estimated $7.49M.
Madison Investment Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and held it in 5 quarters.
Madison Investment Holdings's Vanguard Morningstar Total Stock Market ETF position peaked at $7.49M in Q4 2016.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2017.

Based on Madison Investment Holdings's 13F filing for Q1 2017, filed 10 May 2017.