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Strategic Capital Alternatives’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$96K Buy
976
+499
+105% +$52.4K 0.02% 195
2015
Q2 		$51K Buy
477
+175
+58% +$19.1K 0.01% 293
2015
Q1 		$32K Buy
+302
New +$32.3K 0.01% 261
2014
Q4 		– Sell
-754
Closed -$76K – 336
2014
Q3 		$76K Buy
+754
New +$77.1K 0.03% 191

Other funds holding VTI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Strategic Capital Alternatives's VTI Position: Q3 2015 in Review

Strategic Capital Alternatives increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 105% in Q3 2015, buying an estimated $52.4K and bringing the position to 976 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #195.

Strategic Capital Alternatives first reported a position in VTI in Q3 2014 and has held it in 4 quarters since. 651 funds tracked by Wall St. Rank hold VTI as of Q3 2015.

  • Strategic Capital Alternatives held 976 shares of Vanguard Morningstar Total Stock Market ETF worth $96K as of Q3 2015.
  • Strategic Capital Alternatives bought 499 Vanguard Morningstar Total Stock Market ETF shares in Q3 2015, an estimated $52.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Strategic Capital Alternatives's portfolio in Q3 2015, its #195 holding.
  • Strategic Capital Alternatives first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2014 and has held it in 4 quarters since.
  • 651 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.