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Santori & Peters Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

Santori & Peters Inc’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
2018
Q2 		– Sell
-1,522
Closed -$206K – 55
2018
Q1 		$206K Sell
1,522
-43
-3% -$6.03K 0.19% 50
2017
Q4 		$210K Buy
+1,565
New +$209K 0.19% 49

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Santori & Peters Inc's VTI Position: Q2 2018 in Review

Santori & Peters Inc sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2018, closing a stake of 1,522 shares — an estimated $206K sold.

Santori & Peters Inc first reported a position in VTI in Q4 2017 and held it in 2 quarters. The position peaked at $210K in Q4 2017. 1,105 funds tracked by Wall St. Rank hold VTI as of Q2 2018.

  • Santori & Peters Inc reported no remaining Vanguard Total Stock Market ETF position as of Q2 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 1,522 Vanguard Total Stock Market ETF shares in Q2 2018, an estimated $206K.
  • Santori & Peters Inc first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 2 quarters.
  • Santori & Peters Inc's Vanguard Total Stock Market ETF position peaked at $210K in Q4 2017.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2018.

Based on Santori & Peters Inc's 13F filing for Q2 2018, filed 25 Jul 2018.