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Telemus Capital’s Vanguard 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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Telemus Capital's VTI Position: Q2 2018 in Review

Telemus Capital sold out of Vanguard 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. 1,105 funds tracked by Wall St. Rank hold VTI as of Q2 2018.

  • Telemus Capital reported no remaining Vanguard Total Stock Market ETF position as of Q2 2018 after selling out during the quarter.
  • Telemus Capital sold 1,500 Vanguard Total Stock Market ETF shares in Q2 2018, an estimated $204K.
  • Telemus Capital first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 2 quarters.
  • Telemus Capital's Vanguard Total Stock Market ETF position peaked at $314K in Q4 2017.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2018.

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