SRP
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Saddle Road Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Saddle Road Partners’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
2016
Q4 		$100K Buy
4,777
+2,777
+139% +$312K 0.05% 106
2016
Q3 		$223K Hold
2,000
– – 0.13% 101
2016
Q2 		$214K Hold
2,000
– – 0.13% 101
2016
Q1 		$210K Hold
2,000
– – 0.13% 105
2015
Q4 		$209K Buy
+2,000
New +$211K 0.14% 108

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Saddle Road Partners's VTI Position: Q4 2016 in Review

Saddle Road Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 139% in Q4 2016, buying an estimated $312K and bringing the position to 4,777 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #106.

Saddle Road Partners first reported a position in VTI in Q4 2015 and has held it in 5 quarters since. The position peaked at $223K in Q3 2016. 880 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

  • Saddle Road Partners held 4,777 shares of Vanguard Total Stock Market ETF worth $100K as of Q4 2016.
  • Saddle Road Partners bought 2,777 Vanguard Total Stock Market ETF shares in Q4 2016, an estimated $312K.
  • Vanguard Total Stock Market ETF made up 0.05% of Saddle Road Partners's portfolio in Q4 2016, its #106 holding.
  • Saddle Road Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's Vanguard Total Stock Market ETF position peaked at $223K in Q3 2016.
  • 880 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.