Oak Point Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$30K	Buy	+225	New	+$31.5K	0.03%	117

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

WIM

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

Oak Point Wealth Management's VTI Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2018: 225 shares worth $30K. The stake represents 0.03% of the portfolio and ranks #117 among its holdings.

1,108 funds tracked by Wall St. Rank hold VTI as of Q1 2018.

Oak Point Wealth Management held 225 shares of Vanguard Morningstar Total Stock Market ETF worth $30K as of Q1 2018.
Vanguard Morningstar Total Stock Market ETF was a new Oak Point Wealth Management position in Q1 2018.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #117 holding.
1,108 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.