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Osborn Williams & Donohoe’s Vanguard Total Stock Market ETF VTI Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-37
Closed -$5K – 656
2019
Q1 		$5K Buy
+37
New +$5.16K ﹤0.01% 690

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

Osborn Williams & Donohoe's VTI Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2019, closing a stake of 37 shares — an estimated $5K sold.

Osborn Williams & Donohoe first reported a position in VTI in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Total Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 37 Vanguard Total Stock Market ETF shares in Q2 2019, an estimated $5K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Total Stock Market ETF position peaked at $5K in Q1 2019.
  • 1,307 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.