Tillar-Wenstrup Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tillar-Wenstrup Advisors’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
2020 Q1	–	Sell	-19,242	Closed	-$3.15M	–	50
2019 Q4	$3.15M	Sell	19,242 -3,039	-14%	-$476K	1.76%	19
2019 Q3	$3.36M	Buy	22,281 +350	+2%	+$52.8K	1.95%	17
2019 Q2	$3.29M	Buy	21,931 +150	+0.7%	+$22.1K	1.85%	18
2019 Q1	$3.15M	Buy	21,781 +60	+0.3%	+$8.37K	1.81%	17
2018 Q4	$2.77M	Buy	+21,721	New	+$3M	1.83%	20
2015 Q3	–	Sell	-43,766	Closed	-$4.68M	–	44
2015 Q2	$4.68M	Sell	43,766 -995	-2%	-$109K	4.24%	3
2015 Q1	$4.8M	Sell	44,761 -1,945	-4%	-$208K	4.69%	3
2014 Q4	$4.95M	Sell	46,706 -1,370	-3%	-$142K	4.79%	3
2014 Q3	$4.87M	Sell	48,076 -10,182	-17%	-$1.04M	4.5%	3
2014 Q2	$5.93M	Sell	58,258 -55,730	-49%	-$5.49M	4.76%	2
2014 Q1	$11.1M	Buy	113,988 +43,503	+62%	+$4.17M	10.1%	2
2013 Q4	$6.76M	Buy	+70,485	New	+$6.48M	6.95%	2

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Tillar-Wenstrup Advisors's VTI Position: Q1 2020 in Review

Tillar-Wenstrup Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 19,242 shares — an estimated $3.15M sold.

Tillar-Wenstrup Advisors first reported a position in VTI in Q4 2013 and held it in 12 quarters. The position peaked at $11.1M in Q1 2014. 1,501 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Tillar-Wenstrup Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 19,242 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $3.15M.
Tillar-Wenstrup Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and held it in 12 quarters.
Tillar-Wenstrup Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $11.1M in Q1 2014.
1,501 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.