Robert N. Shapiro’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Robert N. Shapiro’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	$677K	Hold	6,385	–	–	0.14%	148
2014 Q3	$646K	Hold	6,385	–	–	0.12%	156
2014 Q2	$650K	Hold	6,385	–	–	0.12%	155
2014 Q1	$622K	Sell	6,385 -1,000	-14%	-$95.7K	0.11%	157
2013 Q4	$708K	Hold	7,385	–	–	0.13%	152
2013 Q3	$647K	Hold	7,385	–	–	0.11%	155
2013 Q2	$611K	Buy	+7,385	New	+$613K	0.13%	152

Other funds holding VTI

AUIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Robert N. Shapiro's VTI Position: Q4 2014 in Review

Robert N. Shapiro held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2014 at 6,385 shares worth $677K. The position accounts for 0.14% of the portfolio, ranked #148.

Robert N. Shapiro first reported a position in VTI in Q2 2013 and has held it in 7 quarters since. The position peaked at $708K in Q4 2013. 618 funds tracked by Wall St. Rank hold VTI as of Q4 2014.

Robert N. Shapiro held 6,385 shares of Vanguard Morningstar Total Stock Market ETF worth $677K as of Q4 2014.
Robert N. Shapiro left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2014.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Robert N. Shapiro's portfolio in Q4 2014, its #148 holding.
Robert N. Shapiro first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's Vanguard Morningstar Total Stock Market ETF position peaked at $708K in Q4 2013.
618 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.