SNC
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Stifel Nicolaus & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stifel Nicolaus & Co’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 		$4.05M Buy
46,215
+4,876
+12% +$424K 0.07% 285
2013
Q2 		$3.42M Buy
+41,339
New +$3.43M 0.06% 292

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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 $235B AUM 32.99% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Stifel Nicolaus & Co's VTI Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q3 2013, buying an estimated $424K and bringing the position to 46,215 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #285.

Stifel Nicolaus & Co 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.

  • Stifel Nicolaus & Co held 46,215 shares of Vanguard Morningstar Total Stock Market ETF worth $4.05M as of Q3 2013.
  • Stifel Nicolaus & Co bought 4,876 Vanguard Morningstar Total Stock Market ETF shares in Q3 2013, an estimated $424K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #285 holding.
  • Stifel Nicolaus & Co 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 Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.