Stratford Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stratford Consulting’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
2020 Q1	$118K	Buy	918 +69	+8%	+$10.7K	0.05%	61
2019 Q4	$139K	Buy	+849	New	+$133K	0.05%	61

Other funds holding VTI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Stratford Consulting's VTI Position: Q1 2020 in Review

Stratford Consulting increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.1% in Q1 2020, buying an estimated $10.7K and bringing the position to 918 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #61.

Stratford Consulting first reported a position in VTI in Q4 2019 and has held it in 2 quarters since. The position peaked at $139K in Q4 2019. 1,501 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Stratford Consulting held 918 shares of Vanguard Morningstar Total Stock Market ETF worth $118K as of Q1 2020.
Stratford Consulting bought 69 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $10.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Stratford Consulting's portfolio in Q1 2020, its #61 holding.
Stratford Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 2 quarters since.
Stratford Consulting's Vanguard Morningstar Total Stock Market ETF position peaked at $139K in Q4 2019.
1,501 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.