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Sound View Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$369K Buy
2,551
+118
+5% +$16.5K 0.12% 161
2018
Q4 		$311K Buy
+2,433
New +$336K 0.11% 167

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sound View Wealth Advisors's VTI Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 4.8% in Q1 2019, buying an estimated $16.5K and bringing the position to 2,551 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #161.

Sound View Wealth Advisors first reported a position in VTI in Q4 2018 and has held it in 2 quarters since. 1,279 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

  • Sound View Wealth Advisors held 2,551 shares of Vanguard Total Stock Market ETF worth $369K as of Q1 2019.
  • Sound View Wealth Advisors bought 118 Vanguard Total Stock Market ETF shares in Q1 2019, an estimated $16.5K.
  • Vanguard Total Stock Market ETF made up 0.12% of Sound View Wealth Advisors's portfolio in Q1 2019, its #161 holding.
  • Sound View Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 2 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.