Personal Financial Consultants’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Personal Financial Consultants’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	$28.6M	Buy	190,837 +767	+0.4%	+$113K	21.5%	1
2019 Q1	$27.5M	Buy	190,070 +12,070	+7%	+$1.68M	21.09%	1
2018 Q4	$22.7M	Sell	178,000 -2,764	-2%	-$382K	19.19%	1
2018 Q3	$27.1M	Buy	+180,764	New	+$26.6M	19.71%	1

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Financial Consultants's VTI Position: Q2 2019 in Review

Personal Financial Consultants increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.4% in Q2 2019, buying an estimated $113K and bringing the position to 190,837 shares worth $28.6M. The position accounts for 21.5% of the portfolio, ranked #1.

Personal Financial Consultants first reported a position in VTI in Q3 2018 and has held it in 4 quarters since. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

Personal Financial Consultants held 190,837 shares of Vanguard Morningstar Total Stock Market ETF worth $28.6M as of Q2 2019.
Personal Financial Consultants bought 767 Vanguard Morningstar Total Stock Market ETF shares in Q2 2019, an estimated $113K.
Vanguard Morningstar Total Stock Market ETF made up 21.5% of Personal Financial Consultants's portfolio in Q2 2019, its #1 holding.
Personal Financial Consultants first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 4 quarters since.
1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.