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

Telemus Capital’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	-1,500	Closed	-$204K	–	431
2018 Q1	$204K	Sell	1,500 -785	-34%	-$110K	0.02%	400
2017 Q4	$314K	Buy	+2,285	New	+$306K	0.02%	354

Other funds holding VTI

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

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 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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Telemus Capital's VTI Position: Q2 2018 in Review

Telemus Capital sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2018, closing a stake of 1,500 shares — an estimated $204K sold.

Telemus Capital first reported a position in VTI in Q4 2017 and held it in 2 quarters. The position peaked at $314K in Q4 2017. 1,104 funds tracked by Wall St. Rank hold VTI as of Q2 2018.

Telemus Capital reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2018 after selling out during the quarter.
Telemus Capital sold 1,500 Vanguard Morningstar Total Stock Market ETF shares in Q2 2018, an estimated $204K.
Telemus Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and held it in 2 quarters.
Telemus Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $314K in Q4 2017.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2018.

Based on Telemus Capital's 13F filing for Q2 2018, filed 31 Jul 2018.