Stanford Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-1,652	Closed	-$190K	–	289
2016 Q4	$190K	Sell	1,652 -196	-11%	-$22K	0.09%	53
2016 Q3	$206K	Buy	1,848 +7	+0.4%	+$776	0.1%	56
2016 Q2	$197K	Buy	1,841 +530	+40%	+$56.2K	0.1%	54
2016 Q1	$137K	Sell	1,311 -30	-2%	-$2.98K	0.08%	73
2015 Q4	$140K	Buy	1,341 +43	+3%	+$4.53K	0.08%	76
2015 Q3	$128K	Buy	1,298 +4	+0.3%	+$420	0.09%	71
2015 Q2	$139K	Buy	1,294 +4	+0.3%	+$436	0.1%	73
2015 Q1	$138K	Hold	1,290	–	–	0.11%	75
2014 Q4	$137K	Buy	+1,290	New	+$133K	0.11%	73

Other funds holding VTI

MFRM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stanford Investment Group's VTI Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2017, closing a stake of 1,652 shares — an estimated $190K sold.

Stanford Investment Group first reported a position in VTI in Q4 2014 and held it in 9 quarters. The position peaked at $206K in Q3 2016. 901 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,652 Vanguard Morningstar Total Stock Market ETF shares in Q1 2017, an estimated $190K.
Stanford Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $206K in Q3 2016.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.