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R. Robert Woodburn Jr’s Vanguard Total Stock Market ETF VTI Stock Holding History

R. Robert Woodburn Jr’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
Q2 		$1.92M Buy
+23,266
New +$1.93M 2.07% 8

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
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
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

R. Robert Woodburn Jr's VTI Position: Q2 2013 in Review

R. Robert Woodburn Jr opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2013: 23,266 shares worth $1.92M. The stake represents 2.07% of the portfolio and ranks #8 among its holdings.

413 funds tracked by Wall St. Rank hold VTI as of Q2 2013.

  • R. Robert Woodburn Jr held 23,266 shares of Vanguard Total Stock Market ETF worth $1.92M as of Q2 2013.
  • Vanguard Total Stock Market ETF was a new R. Robert Woodburn Jr position in Q2 2013.
  • Vanguard Total Stock Market ETF made up 2.07% of R. Robert Woodburn Jr's portfolio in Q2 2013, its #8 holding.
  • 413 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2013.

Based on R. Robert Woodburn Jr's 13F filing for Q2 2013, filed 19 Aug 2013.