Outfitter Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Outfitter Advisors’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 Q2	$7.33M	Buy	52,187 +2,370	+5%	+$331K	3.32%	4
2018 Q1	$6.76M	Sell	49,817 -5,620	-10%	-$788K	3.09%	5
2017 Q4	$7.61M	Sell	55,437 -4,260	-7%	-$570K	2.56%	7
2017 Q3	$7.73M	Sell	59,697 -760	-1%	-$96.3K	2.72%	6
2017 Q2	$7.52M	Sell	60,457 -1,230	-2%	-$152K	2.81%	2
2017 Q1	$7.48M	Buy	61,687 +6,400	+12%	+$766K	2.81%	2
2016 Q4	$6.38M	Buy	55,287 +1,785	+3%	+$201K	2.52%	7
2016 Q3	$5.96M	Buy	53,502 +1,250	+2%	+$139K	2.41%	7
2016 Q2	$5.6M	Buy	52,252 +18,295	+54%	+$1.94M	2.39%	6
2016 Q1	$3.56M	Buy	33,957 +5,640	+20%	+$559K	1.41%	24
2015 Q4	$2.95M	Buy	28,317 +3,345	+13%	+$352K	1.19%	30
2015 Q3	$2.46M	Buy	24,972 +660	+3%	+$69.3K	1.07%	33
2015 Q2	$2.6M	Buy	24,312 +2,500	+11%	+$273K	1%	36
2015 Q1	$2.34M	Buy	21,812 +3,997	+22%	+$427K	0.89%	38
2014 Q4	$1.89M	Buy	17,815 +170	+1%	+$17.6K	0.72%	51
2014 Q3	$1.79M	Sell	17,645 -1,327	-7%	-$136K	0.69%	54
2014 Q2	$1.93M	Buy	18,972 +1,505	+9%	+$148K	0.74%	49
2014 Q1	$1.7M	Buy	17,467 +3,344	+24%	+$320K	0.67%	54
2013 Q4	$1.35M	Sell	14,123 -1,007	-7%	-$92.6K	0.54%	65
2013 Q3	$1.33M	Buy	15,130 +1,050	+7%	+$91.3K	0.56%	62
2013 Q2	$1.16M	Buy	+14,080	New	+$1.17M	0.54%	62

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Outfitter Advisors's VTI Position: Q2 2018 in Review

Outfitter Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.8% in Q2 2018, buying an estimated $331K and bringing the position to 52,187 shares worth $7.33M. The position accounts for 3.32% of the portfolio, ranked #4.

Outfitter Advisors first reported a position in VTI in Q2 2013 and has held it in 21 quarters since. The position peaked at $7.73M in Q3 2017. 1,104 funds tracked by Wall St. Rank hold VTI as of Q2 2018.

Outfitter Advisors held 52,187 shares of Vanguard Morningstar Total Stock Market ETF worth $7.33M as of Q2 2018.
Outfitter Advisors bought 2,370 Vanguard Morningstar Total Stock Market ETF shares in Q2 2018, an estimated $331K.
Vanguard Morningstar Total Stock Market ETF made up 3.32% of Outfitter Advisors's portfolio in Q2 2018, its #4 holding.
Outfitter Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 21 quarters since.
Outfitter Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $7.73M in Q3 2017.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2018.

Based on Outfitter Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.