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Meitav Investment House’s Vanguard Total Stock Market ETF VTI Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-1,950
Closed -$249K – 414
2018
Q4 		$249K Buy
+1,950
New +$269K 0.02% 289
2018
Q2 		– Sell
-7,410
Closed -$1.01M – 455
2018
Q1 		$1.01M Buy
+7,410
New +$1.04M 0.05% 160

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meitav Investment House's VTI Position: Q1 2019 in Review

Meitav Investment House sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2019, closing a stake of 1,950 shares — an estimated $249K sold.

Meitav Investment House first reported a position in VTI in Q1 2018 and held it in 2 quarters. The position peaked at $1.01M in Q1 2018. 1,279 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

  • Meitav Investment House reported no remaining Vanguard Total Stock Market ETF position as of Q1 2019 after selling out during the quarter.
  • Meitav Investment House sold 1,950 Vanguard Total Stock Market ETF shares in Q1 2019, an estimated $249K.
  • Meitav Investment House first reported a position in Vanguard Total Stock Market ETF in Q1 2018 and held it in 2 quarters.
  • Meitav Investment House's Vanguard Total Stock Market ETF position peaked at $1.01M in Q1 2018.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2019.

Based on Meitav Investment House's 13F filing for Q1 2019, filed 13 May 2019.