PIM
VTI icon

Parasol Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Parasol Investment 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
2014
Q3 		– Sell
-500
Closed -$51K – 296
2014
Q2 		$51K Hold
500
– – 0.04% 110
2014
Q1 		$49K Hold
500
– – 0.03% 91
2013
Q4 		$48K Buy
+500
New +$46K 0.03% 86

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Parasol Investment Management's VTI Position: Q3 2014 in Review

Parasol Investment Management sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2014, closing a stake of 500 shares — an estimated $51K sold.

Parasol Investment Management first reported a position in VTI in Q4 2013 and held it in 3 quarters. The position peaked at $51K in Q2 2014. 546 funds tracked by Wall St. Rank hold VTI as of Q3 2014.

  • Parasol Investment Management reported no remaining Vanguard Total Stock Market ETF position as of Q3 2014 after selling out during the quarter.
  • Parasol Investment Management sold 500 Vanguard Total Stock Market ETF shares in Q3 2014, an estimated $51K.
  • Parasol Investment Management first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and held it in 3 quarters.
  • Parasol Investment Management's Vanguard Total Stock Market ETF position peaked at $51K in Q2 2014.
  • 546 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2014.

Based on Parasol Investment Management's 13F filing for Q3 2014, filed 3 Nov 2014.