PVH
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Psagot Value Holdings’s Vanguard Total Stock Market ETF VTI Stock Holding History

Psagot Value Holdings’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
2017
Q1 		– Sell
-182
Closed -$21K – 383
2016
Q4 		$21K Sell
182
-789
-81% -$88.8K ﹤0.01% 292
2016
Q3 		$108K Sell
971
-3,911
-80% -$434K ﹤0.01% 237
2016
Q2 		$523K Buy
4,882
+59
+1% +$6.25K 0.02% 165
2016
Q1 		$506K Buy
4,823
+2,900
+151% +$288K 0.02% 201
2015
Q4 		$201K Sell
1,923
-253
-12% -$26.6K 0.01% 241
2015
Q3 		$215K Sell
2,176
-1,900
-47% -$199K 0.01% 234
2015
Q2 		$436K Sell
4,076
-448
-10% -$48.9K 0.01% 212
2015
Q1 		$485K Sell
4,524
-4,178
-48% -$446K 0.02% 193
2014
Q4 		$922K Buy
8,702
+800
+10% +$82.8K 0.03% 159
2014
Q3 		$800K Sell
7,902
-6,832
-46% -$698K 0.03% 156
2014
Q2 		$1.5M Sell
14,734
-1,765
-11% -$174K 0.05% 129
2014
Q1 		$1.61M Sell
16,499
-3,599
-18% -$345K 0.05% 119
2013
Q4 		$1.93M Sell
20,098
-4,952
-20% -$456K 0.07% 114
2013
Q3 		$2.2M Buy
25,050
+7,699
+44% +$669K 0.08% 109
2013
Q2 		$1.43M Buy
+17,351
New +$1.44M 0.06% 114

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Psagot Value Holdings's VTI Position: Q1 2017 in Review

Psagot Value Holdings sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2017, closing a stake of 182 shares — an estimated $21K sold.

Psagot Value Holdings first reported a position in VTI in Q2 2013 and held it in 15 quarters. The position peaked at $2.2M in Q3 2013. 900 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

  • Psagot Value Holdings reported no remaining Vanguard Total Stock Market ETF position as of Q1 2017 after selling out during the quarter.
  • Psagot Value Holdings sold 182 Vanguard Total Stock Market ETF shares in Q1 2017, an estimated $21K.
  • Psagot Value Holdings first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 15 quarters.
  • Psagot Value Holdings's Vanguard Total Stock Market ETF position peaked at $2.2M in Q3 2013.
  • 900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2017.

Based on Psagot Value Holdings's 13F filing for Q1 2017, filed 15 May 2017.