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Stelac Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stelac Advisory 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
2017
Q4 		– Sell
-1,438
Closed -$186K – 84
2017
Q3 		$186K Buy
+1,438
New +$182K 0.06% 63

Other funds holding VTI

Betterment LLC
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Stelac Advisory Services's VTI Position: Q4 2017 in Review

Stelac Advisory Services sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2017, closing a stake of 1,438 shares — an estimated $186K sold.

Stelac Advisory Services first reported a position in VTI in Q3 2017 and held it in 1 quarter. The position peaked at $186K in Q3 2017. 1,084 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

  • Stelac Advisory Services reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2017 after selling out during the quarter.
  • Stelac Advisory Services sold 1,438 Vanguard Morningstar Total Stock Market ETF shares in Q4 2017, an estimated $186K.
  • Stelac Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and held it in 1 quarter.
  • Stelac Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $186K in Q3 2017.
  • 1,084 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2017.

Based on Stelac Advisory Services's 13F filing for Q4 2017, filed 12 Feb 2018.