Paragon Capital Management (Kansas)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Paragon Capital Management (Kansas)’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
2020 Q2	–	Sell	-102	Closed	-$13K	–	168
2020 Q1	$13K	Buy	+102	New	+$15.8K	0.01%	131
2019 Q3	–	Sell	-102	Closed	-$15K	–	197
2019 Q2	$15K	Hold	102	–	–	0.01%	151
2019 Q1	$15K	Buy	+102	New	+$14.2K	0.01%	143

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Paragon Capital Management (Kansas)'s VTI Position: Q2 2020 in Review

Paragon Capital Management (Kansas) sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2020, closing a stake of 102 shares — an estimated $13K sold.

Paragon Capital Management (Kansas) first reported a position in VTI in Q1 2019 and held it in 3 quarters. The position peaked at $15K in Q2 2019. 1,552 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Paragon Capital Management (Kansas) reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2020 after selling out during the quarter.
Paragon Capital Management (Kansas) sold 102 Vanguard Morningstar Total Stock Market ETF shares in Q2 2020, an estimated $13K.
Paragon Capital Management (Kansas) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and held it in 3 quarters.
Paragon Capital Management (Kansas)'s Vanguard Morningstar Total Stock Market ETF position peaked at $15K in Q2 2019.
1,552 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2020.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q2 2020, filed 3 Aug 2020.