Threshold Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Threshold 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
2017 Q3	$1M	Sell	7,719 -51	-0.7%	-$6.46K	0.8%	23
2017 Q2	$967K	Buy	7,770 +59	+0.8%	+$7.27K	0.85%	20
2017 Q1	$936K	Buy	7,711 +13	+0.2%	+$1.56K	0.9%	21
2016 Q4	$888K	Buy	7,698 +17	+0.2%	+$1.91K	0.77%	24
2016 Q3	$855K	Sell	7,681 -182	-2%	-$20.2K	0.83%	24
2016 Q2	$843K	Sell	7,863 -1,440	-15%	-$153K	0.84%	24
2016 Q1	$975K	Sell	9,303 -879	-9%	-$87.2K	1.35%	17
2015 Q4	$1.06M	Buy	+10,182	New	+$1.07M	1.4%	17

Other funds holding VTI

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Threshold Group's VTI Position: Q3 2017 in Review

Threshold Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.66% in Q3 2017, selling an estimated $6.46K and leaving 7,719 shares worth $1M. The position accounts for 0.8% of the portfolio, ranked #23.

Threshold Group first reported a position in VTI in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2015. 942 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

Threshold Group held 7,719 shares of Vanguard Morningstar Total Stock Market ETF worth $1M as of Q3 2017.
Threshold Group sold 51 Vanguard Morningstar Total Stock Market ETF shares in Q3 2017, an estimated $6.46K.
Vanguard Morningstar Total Stock Market ETF made up 0.8% of Threshold Group's portfolio in Q3 2017, its #23 holding.
Threshold Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 8 quarters since.
Threshold Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.06M in Q4 2015.
942 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.