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Robertson Stephens Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Robertson Stephens Advisors’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
Q3 		$492K Buy
3,797
+1,016
+37% +$129K 0.42% 44
2017
Q2 		$346K Buy
2,781
+3
+0.1% +$370 0.31% 54
2017
Q1 		$337K Sell
2,778
-1,094
-28% -$131K 0.3% 63
2016
Q4 		$447K Buy
+3,872
New +$436K 0.25% 84

Other funds holding VTI

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

Robertson Stephens Advisors's VTI Position: Q3 2017 in Review

Robertson Stephens Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 37% in Q3 2017, buying an estimated $129K and bringing the position to 3,797 shares worth $492K. The position accounts for 0.42% of the portfolio, ranked #44.

Robertson Stephens Advisors first reported a position in VTI in Q4 2016 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

  • Robertson Stephens Advisors held 3,797 shares of Vanguard Total Stock Market ETF worth $492K as of Q3 2017.
  • Robertson Stephens Advisors bought 1,016 Vanguard Total Stock Market ETF shares in Q3 2017, an estimated $129K.
  • Vanguard Total Stock Market ETF made up 0.42% of Robertson Stephens Advisors's portfolio in Q3 2017, its #44 holding.
  • Robertson Stephens Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 4 quarters since.
  • 941 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.