SFS
VTI icon

Signator Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Signator Financial Services’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
2013
Q3 		$68K Sell
771
-4
-0.5% -$348 0.07% 89
2013
Q2 		$64K Buy
+775
New +$64.3K 0.07% 86

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Signator Financial Services's VTI Position: Q3 2013 in Review

Signator Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.52% in Q3 2013, selling an estimated $348 and leaving 771 shares worth $68K. The position accounts for 0.07% of the portfolio, ranked #89.

Signator Financial Services first reported a position in VTI in Q2 2013 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold VTI as of Q3 2013.

  • Signator Financial Services held 771 shares of Vanguard Morningstar Total Stock Market ETF worth $68K as of Q3 2013.
  • Signator Financial Services sold 4 Vanguard Morningstar Total Stock Market ETF shares in Q3 2013, an estimated $348.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Signator Financial Services's portfolio in Q3 2013, its #89 holding.
  • Signator Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.