PIA
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Phoenix Investment Adviser’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Phoenix Investment Adviser’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
Q3 		$202K Hold
1,340
– – 0.71% 23
2019
Q2 		$201K Hold
1,340
– – 0.37% 22
2019
Q1 		$194K Hold
1,340
– – 0.42% 23
2018
Q4 		$171K Buy
+1,340
New +$185K 0.36% 20

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Phoenix Investment Adviser's VTI Position: Q3 2019 in Review

Phoenix Investment Adviser held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2019 at 1,340 shares worth $202K. The position accounts for 0.71% of the portfolio, ranked #23.

Phoenix Investment Adviser first reported a position in VTI in Q4 2018 and has held it in 4 quarters since. 1,315 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

  • Phoenix Investment Adviser held 1,340 shares of Vanguard Morningstar Total Stock Market ETF worth $202K as of Q3 2019.
  • Phoenix Investment Adviser left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2019.
  • Vanguard Morningstar Total Stock Market ETF made up 0.71% of Phoenix Investment Adviser's portfolio in Q3 2019, its #23 holding.
  • Phoenix Investment Adviser first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 4 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2019.

Based on Phoenix Investment Adviser's 13F filing for Q3 2019, filed 13 Nov 2019.