Michael J. Puzo’s Vanguard Total Stock Market ETF VTI Stock Holding History

Michael J. Puzo’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	-5,500	Closed	-$702K	–	83
2018 Q4	$702K	Sell	5,500 -500	-8%	-$69K	0.31%	51
2018 Q3	$898K	Sell	6,000 -500	-8%	-$73.6K	0.34%	52
2018 Q2	$913K	Sell	6,500 -200	-3%	-$27.9K	0.39%	47
2018 Q1	$909K	Sell	6,700 -300	-4%	-$42.1K	0.39%	48
2017 Q4	$961K	Sell	7,000 -1,000	-13%	-$134K	0.4%	49
2017 Q3	$1.04M	Hold	8,000	–	–	0.54%	43
2017 Q2	$996K	Hold	8,000	–	–	0.54%	42
2017 Q1	$971K	Hold	8,000	–	–	0.54%	45
2016 Q4	$923K	Hold	8,000	–	–	0.53%	45
2016 Q3	$891K	Hold	8,000	–	–	0.51%	47
2016 Q2	$857K	Hold	8,000	–	–	0.57%	47
2016 Q1	$839K	Sell	8,000 -365	-4%	-$36.2K	0.56%	47
2015 Q4	$872K	Hold	8,365	–	–	0.61%	43
2015 Q3	$826K	Hold	8,365	–	–	0.59%	48
2015 Q2	$895K	Hold	8,365	–	–	0.58%	47
2015 Q1	$897K	Hold	8,365	–	–	0.57%	49
2014 Q4	$887K	Hold	8,365	–	–	0.58%	48
2014 Q3	$847K	Buy	+8,365	New	+$855K	0.58%	48

Other funds holding VTI

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

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

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

Michael J. Puzo's VTI Position: Q1 2019 in Review

Michael J. Puzo sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2019, closing a stake of 5,500 shares — an estimated $702K sold.

Michael J. Puzo first reported a position in VTI in Q3 2014 and held it in 18 quarters. The position peaked at $1.04M in Q3 2017. 1,279 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

Michael J. Puzo reported no remaining Vanguard Total Stock Market ETF position as of Q1 2019 after selling out during the quarter.
Michael J. Puzo sold 5,500 Vanguard Total Stock Market ETF shares in Q1 2019, an estimated $702K.
Michael J. Puzo first reported a position in Vanguard Total Stock Market ETF in Q3 2014 and held it in 18 quarters.
Michael J. Puzo's Vanguard Total Stock Market ETF position peaked at $1.04M in Q3 2017.
1,279 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2019.

Based on Michael J. Puzo's 13F filing for Q1 2019, filed 1 May 2019.