Northwestern Mutual Investment Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Northwestern Mutual Investment Services’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
2015 Q4	–	Sell	-42	Closed	-$4K	–	368
2015 Q3	$4K	Buy	42 +6	+17%	+$630	﹤0.01%	96
2015 Q2	$4K	Buy	+36	New	+$3.93K	﹤0.01%	50
2014 Q4	–	Sell	-1,280	Closed	-$130K	–	155
2014 Q3	$130K	Buy	1,280 +1,248	+3,900%	+$128K	0.04%	17
2014 Q2	$3K	Buy	+32	New	+$3.15K	﹤0.01%	86

Other funds holding VTI

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Northwestern Mutual Investment Services's VTI Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2015, closing a stake of 42 shares — an estimated $4K sold.

Northwestern Mutual Investment Services first reported a position in VTI in Q2 2014 and held it in 4 quarters. The position peaked at $130K in Q3 2014. 712 funds tracked by Wall St. Rank hold VTI as of Q4 2015.

Northwestern Mutual Investment Services reported no remaining Vanguard Total Stock Market ETF position as of Q4 2015 after selling out during the quarter.
Northwestern Mutual Investment Services sold 42 Vanguard Total Stock Market ETF shares in Q4 2015, an estimated $4K.
Northwestern Mutual Investment Services first reported a position in Vanguard Total Stock Market ETF in Q2 2014 and held it in 4 quarters.
Northwestern Mutual Investment Services's Vanguard Total Stock Market ETF position peaked at $130K in Q3 2014.
712 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.