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MRA Associates USA’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MRA Associates USA’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
Q3 		$448K Hold
2,965
– – 1.76% 17
2019
Q2 		$445K Sell
2,965
-341
-10% -$50.2K 1.76% 16
2019
Q1 		$478K Buy
3,306
+2,748
+492% +$383K 0.85% 12
2018
Q4 		$71K Buy
+558
New +$77K 0.11% 44

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

MRA Associates USA's VTI Position: Q3 2019 in Review

MRA Associates USA held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2019 at 2,965 shares worth $448K. The position accounts for 1.76% of the portfolio, ranked #17.

MRA Associates USA first reported a position in VTI in Q4 2018 and has held it in 4 quarters since. The position peaked at $478K in Q1 2019. 1,315 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

  • MRA Associates USA held 2,965 shares of Vanguard Morningstar Total Stock Market ETF worth $448K as of Q3 2019.
  • MRA Associates USA left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2019.
  • Vanguard Morningstar Total Stock Market ETF made up 1.76% of MRA Associates USA's portfolio in Q3 2019, its #17 holding.
  • MRA Associates USA first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 4 quarters since.
  • MRA Associates USA's Vanguard Morningstar Total Stock Market ETF position peaked at $478K in Q1 2019.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.