SMFG
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Sumitomo Mitsui Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sumitomo Mitsui Financial 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
2018
Q2 		– Sell
-320
Closed -$43K – 144
2018
Q1 		$43K Buy
+320
New +$44.9K ﹤0.01% 106

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sumitomo Mitsui Financial Group's VTI Position: Q2 2018 in Review

Sumitomo Mitsui Financial Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2018, closing a stake of 320 shares — an estimated $43K sold.

Sumitomo Mitsui Financial Group first reported a position in VTI in Q1 2018 and held it in 1 quarter. The position peaked at $43K in Q1 2018. 1,104 funds tracked by Wall St. Rank hold VTI as of Q2 2018.

  • Sumitomo Mitsui Financial Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2018 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 320 Vanguard Morningstar Total Stock Market ETF shares in Q2 2018, an estimated $43K.
  • Sumitomo Mitsui Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and held it in 1 quarter.
  • Sumitomo Mitsui Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $43K in Q1 2018.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2018.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2018, filed 14 Aug 2018.