NEXT Financial Holdings’s Vanguard Total Stock Market ETF VTI Stock Holding History

NEXT Financial 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
2019 Q1	$3.21M	Buy	+22,217	New	+$3.1M	0.81%	13

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

NEXT Financial Holdings's VTI Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2019: 22,217 shares worth $3.21M. The stake represents 0.81% of the portfolio and ranks #13 among its holdings.

1,279 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

NEXT Financial Holdings held 22,217 shares of Vanguard Total Stock Market ETF worth $3.21M as of Q1 2019.
Vanguard Total Stock Market ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Total Stock Market ETF made up 0.81% of NEXT Financial Holdings's portfolio in Q1 2019, its #13 holding.
1,279 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.