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Ronald Blue & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ronald Blue & Co’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
Q2 		$2.15M Buy
17,241
+486
+3% +$59.9K 0.07% 45
2017
Q1 		$2.03M Buy
16,755
+645
+4% +$77.2K 0.07% 49
2016
Q4 		$1.86M Buy
16,110
+47
+0.3% +$5.29K 0.07% 48
2016
Q3 		$1.79M Buy
16,063
+130
+0.8% +$14.4K 0.07% 44
2016
Q2 		$1.71M Sell
15,933
-326
-2% -$34.5K 0.08% 41
2016
Q1 		$1.7M Buy
16,259
+74
+0.5% +$7.34K 0.09% 38
2015
Q4 		$1.69M Buy
+16,185
New +$1.7M 0.09% 44

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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

Ronald Blue & Co's VTI Position: Q2 2017 in Review

Ronald Blue & Co increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2017, buying an estimated $59.9K and bringing the position to 17,241 shares worth $2.15M. The position accounts for 0.07% of the portfolio, ranked #45.

Ronald Blue & Co first reported a position in VTI in Q4 2015 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold VTI as of Q2 2017.

  • Ronald Blue & Co held 17,241 shares of Vanguard Morningstar Total Stock Market ETF worth $2.15M as of Q2 2017.
  • Ronald Blue & Co bought 486 Vanguard Morningstar Total Stock Market ETF shares in Q2 2017, an estimated $59.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Ronald Blue & Co's portfolio in Q2 2017, its #45 holding.
  • Ronald Blue & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 7 quarters since.
  • 913 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.