T
VTI icon

Thomaspartners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Thomaspartners’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
2017
Q1 		– Sell
-1,955
Closed -$225K – 86
2016
Q4 		$225K Buy
+1,955
New +$220K ﹤0.01% 80
2014
Q3 		– Sell
-2,108
Closed -$214K – 148
2014
Q2 		$214K Sell
2,108
-356
-14% -$35.1K ﹤0.01% 128
2014
Q1 		$240K Buy
+2,464
New +$236K 0.01% 124
2013
Q3 		– Sell
-3,163
Closed -$331K – 195
2013
Q2 		$331K Buy
+3,163
New +$262K 0.01% 114

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thomaspartners's VTI Position: Q1 2017 in Review

Thomaspartners sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2017, closing a stake of 1,955 shares — an estimated $225K sold.

Thomaspartners first reported a position in VTI in Q2 2013 and held it in 4 quarters. The position peaked at $331K in Q2 2013. 900 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

  • Thomaspartners reported no remaining Vanguard Total Stock Market ETF position as of Q1 2017 after selling out during the quarter.
  • Thomaspartners sold 1,955 Vanguard Total Stock Market ETF shares in Q1 2017, an estimated $225K.
  • Thomaspartners first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 4 quarters.
  • Thomaspartners's Vanguard Total Stock Market ETF position peaked at $331K in Q2 2013.
  • 900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2017.

Based on Thomaspartners's 13F filing for Q1 2017, filed 5 May 2017.