Signature Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Signature Financial 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
2018 Q4	$7.04M	Sell	55,228 -198	-0.4%	-$27.3K	1.69%	13
2018 Q3	$8.29M	Sell	55,426 -921	-2%	-$136K	1.47%	16
2018 Q2	$7.92M	Sell	56,347 -983	-2%	-$137K	1.67%	14
2018 Q1	$7.78M	Sell	57,330 -748	-1%	-$105K	1.62%	13
2017 Q4	$7.97M	Sell	58,078 -219	-0.4%	-$29.3K	2.15%	11
2017 Q3	$7.55M	Sell	58,297 -2,528	-4%	-$320K	2.3%	10
2017 Q2	$7.58M	Buy	60,825 +1,687	+3%	+$208K	2.38%	10
2017 Q1	$7.17M	Buy	59,138 +18,072	+44%	+$2.16M	2.3%	10
2016 Q4	$4.74M	Buy	41,066 +722	+2%	+$81.2K	1.78%	15
2016 Q3	$4.5M	Buy	40,344 +202	+0.5%	+$22.4K	1.82%	15
2016 Q2	$4.3M	Sell	40,142 -310	-0.8%	-$32.9K	2.02%	11
2016 Q1	$4.24M	Sell	40,452 -1,100	-3%	-$109K	2.07%	13
2015 Q4	$4.34M	Buy	41,552 +24,527	+144%	+$2.58M	2.11%	13
2015 Q3	$1.68M	Buy	17,025 +9,237	+119%	+$970K	1.03%	21
2015 Q2	$833K	Hold	7,788	–	–	0.54%	33
2015 Q1	$836K	Buy	7,788 +836	+12%	+$89.3K	0.54%	29
2014 Q4	$737K	Hold	6,952	–	–	0.52%	28
2014 Q3	$704K	Hold	6,952	–	–	0.5%	32
2014 Q2	$708K	Hold	6,952	–	–	0.54%	29
2014 Q1	$678K	Hold	6,952	–	–	0.58%	31
2013 Q4	$667K	Hold	6,952	–	–	0.52%	32
2013 Q3	$609K	Hold	6,952	–	–	0.54%	29
2013 Q2	$575K	Buy	+6,952	New	+$577K	0.39%	30

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signature Financial Management's VTI Position: Q4 2018 in Review

Signature Financial Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.36% in Q4 2018, selling an estimated $27.3K and leaving 55,228 shares worth $7.04M. The position accounts for 1.69% of the portfolio, ranked #13.

Signature Financial Management first reported a position in VTI in Q2 2013 and has held it in 23 quarters since. The position peaked at $8.29M in Q3 2018. 1,237 funds tracked by Wall St. Rank hold VTI as of Q4 2018.

Signature Financial Management held 55,228 shares of Vanguard Morningstar Total Stock Market ETF worth $7.04M as of Q4 2018.
Signature Financial Management sold 198 Vanguard Morningstar Total Stock Market ETF shares in Q4 2018, an estimated $27.3K.
Vanguard Morningstar Total Stock Market ETF made up 1.69% of Signature Financial Management's portfolio in Q4 2018, its #13 holding.
Signature Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 23 quarters since.
Signature Financial Management's Vanguard Morningstar Total Stock Market ETF position peaked at $8.29M in Q3 2018.
1,237 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.