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Robert N. Shapiro’s Vanguard 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
W
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 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. 616 funds tracked by Wall St. Rank hold VTI as of Q4 2014.

  • Robert N. Shapiro held 6,385 shares of Vanguard Total Stock Market ETF worth $677K as of Q4 2014.
  • Robert N. Shapiro left its Vanguard Total Stock Market ETF share count unchanged in Q4 2014.
  • Vanguard 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 Total Stock Market ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Vanguard Total Stock Market ETF position peaked at $708K in Q4 2013.
  • 616 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2014.

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