PFG
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Piershale Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Piershale Financial Group’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
2013
Q4 		– Sell
-15
Closed – – 165
2013
Q3 		$0 Hold
15
– – ﹤0.01% 138
2013
Q2 		$0 Buy
+15
New +$1.24K ﹤0.01% 110

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

Piershale Financial Group's VTI Position: Q4 2013 in Review

Piershale Financial Group sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2013, closing a stake of 15 shares.

Piershale Financial Group first reported a position in VTI in Q2 2013 and held it in 2 quarters. The position peaked at $0 in Q3 2013. 507 funds tracked by Wall St. Rank hold VTI as of Q4 2013.

  • Piershale Financial Group reported no remaining Vanguard Total Stock Market ETF position as of Q4 2013 after selling out during the quarter.
  • Piershale Financial Group sold 15 Vanguard Total Stock Market ETF shares in Q4 2013.
  • Piershale Financial Group first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 2 quarters.
  • Piershale Financial Group's Vanguard Total Stock Market ETF position peaked at $0 in Q3 2013.
  • 507 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2013.

Based on Piershale Financial Group's 13F filing for Q4 2013, filed 4 Feb 2014.