Placemark Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Placemark Investments’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 Q4	$15.2M	Buy	143,501 +44,980	+46%	+$4.65M	0.27%	85
2014 Q3	$9.97M	Buy	98,521 +17,094	+21%	+$1.75M	0.18%	132
2014 Q2	$8.29M	Sell	81,427 -53,501	-40%	-$5.27M	0.15%	164
2014 Q1	$13.1M	Buy	134,928 +24,547	+22%	+$2.35M	0.25%	78
2013 Q4	$10.6M	Buy	110,381 +57,494	+109%	+$5.29M	0.17%	140
2013 Q3	$4.64M	Sell	52,887 -1,483	-3%	-$129K	0.09%	282
2013 Q2	$4.5M	Buy	+54,370	New	+$4.51M	0.1%	256

Other funds holding VTI

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Placemark Investments's VTI Position: Q4 2014 in Review

Placemark Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 46% in Q4 2014, buying an estimated $4.65M and bringing the position to 143,501 shares worth $15.2M. The position accounts for 0.27% of the portfolio, ranked #85.

Placemark Investments first reported a position in VTI in Q2 2013 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold VTI as of Q4 2014.

Placemark Investments held 143,501 shares of Vanguard Morningstar Total Stock Market ETF worth $15.2M as of Q4 2014.
Placemark Investments bought 44,980 Vanguard Morningstar Total Stock Market ETF shares in Q4 2014, an estimated $4.65M.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Placemark Investments's portfolio in Q4 2014, its #85 holding.
Placemark Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 7 quarters since.
617 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.