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Robinson Value Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Robinson Value Management’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
-3,294
Closed -$380K – 69
2016
Q4 		$380K Buy
+3,294
New +$371K 0.36% 54

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

Robinson Value Management's VTI Position: Q1 2017 in Review

Robinson Value Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2017, closing a stake of 3,294 shares — an estimated $380K sold.

Robinson Value Management first reported a position in VTI in Q4 2016 and held it in 1 quarter. The position peaked at $380K in Q4 2016. 900 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

  • Robinson Value Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2017 after selling out during the quarter.
  • Robinson Value Management sold 3,294 Vanguard Total Stock Market ETF shares in Q1 2017, an estimated $380K.
  • Robinson Value Management first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and held it in 1 quarter.
  • Robinson Value Management's Vanguard Total Stock Market ETF position peaked at $380K in Q4 2016.
  • 900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2017.

Based on Robinson Value Management's 13F filing for Q1 2017, filed 27 Apr 2017.