NRS
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Neville Rodie & Shaw’s Vanguard Total Stock Market ETF VTI Stock Holding History

Neville Rodie & Shaw’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
Q4 		– Sell
-11,077
Closed -$1.44M – 260
2017
Q3 		$1.44M Buy
+11,077
New +$1.4M 0.16% 108

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Neville Rodie & Shaw's VTI Position: Q4 2017 in Review

Neville Rodie & Shaw sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2017, closing a stake of 11,077 shares — an estimated $1.44M sold.

Neville Rodie & Shaw first reported a position in VTI in Q3 2017 and held it in 1 quarter. The position peaked at $1.44M in Q3 2017. 1,084 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

  • Neville Rodie & Shaw reported no remaining Vanguard Total Stock Market ETF position as of Q4 2017 after selling out during the quarter.
  • Neville Rodie & Shaw sold 11,077 Vanguard Total Stock Market ETF shares in Q4 2017, an estimated $1.44M.
  • Neville Rodie & Shaw first reported a position in Vanguard Total Stock Market ETF in Q3 2017 and held it in 1 quarter.
  • Neville Rodie & Shaw's Vanguard Total Stock Market ETF position peaked at $1.44M in Q3 2017.
  • 1,084 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2017.

Based on Neville Rodie & Shaw's 13F filing for Q4 2017, filed 3 Jan 2018.