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United Asset Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-1,405
Closed -$220K – 201
2020
Q2 		$220K Sell
1,405
-235
-14% -$34.7K 0.04% 168
2020
Q1 		$211K Sell
1,640
-538
-25% -$83.2K 0.05% 160
2019
Q4 		$356K Buy
+2,178
New +$341K 0.07% 164
2018
Q2 		– Sell
-1,495
Closed -$203K – 211
2018
Q1 		$203K Sell
1,495
-473
-24% -$66.3K 0.06% 188
2017
Q4 		$270K Sell
1,968
-155
-7% -$20.7K 0.07% 172
2017
Q3 		$275K Sell
2,123
-52
-2% -$6.59K 0.16% 111
2017
Q2 		$271K Buy
2,175
+179
+9% +$22.1K 0.08% 126
2017
Q1 		$242K Buy
1,996
+191
+11% +$22.9K 0.07% 127
2016
Q4 		$208K Sell
1,805
-45
-2% -$5.06K 0.07% 135
2016
Q3 		$206K Sell
1,850
-392
-17% -$43.5K 0.07% 132
2016
Q2 		$240K Buy
2,242
+132
+6% +$14K 0.09% 122
2016
Q1 		$221K Sell
2,110
-450
-18% -$44.6K 0.1% 120
2015
Q4 		$267K Sell
2,560
-510
-17% -$53.7K 0.12% 114
2015
Q3 		$303K Sell
3,070
-315
-9% -$33.1K 0.14% 99
2015
Q2 		$362K Sell
3,385
-175
-5% -$19.1K 0.16% 97
2015
Q1 		$384K Buy
3,560
+80
+2% +$8.54K 0.18% 91
2014
Q4 		$369K Sell
3,480
-200
-5% -$20.7K 0.16% 93
2014
Q3 		$373K Sell
3,680
-705
-16% -$72.1K 0.17% 95
2014
Q2 		$446K Buy
+4,385
New +$432K 0.22% 83
2014
Q1 		– Sell
-3,680
Closed -$353K – 127
2013
Q4 		$353K Buy
3,680
+1,225
+50% +$113K 0.24% 73
2013
Q3 		$215K Buy
+2,455
New +$213K 0.14% 83

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $1.55T AUM 33.47% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

United Asset Strategies's VTI Position: Q3 2020 in Review

United Asset Strategies sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2020, closing a stake of 1,405 shares — an estimated $220K sold.

United Asset Strategies first reported a position in VTI in Q3 2013 and held it in 21 quarters. The position peaked at $446K in Q2 2014. 1,560 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

  • United Asset Strategies reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2020 after selling out during the quarter.
  • United Asset Strategies sold 1,405 Vanguard Morningstar Total Stock Market ETF shares in Q3 2020, an estimated $220K.
  • United Asset Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2013 and held it in 21 quarters.
  • United Asset Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $446K in Q2 2014.
  • 1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

Based on United Asset Strategies's 13F filing for Q3 2020, filed 3 Nov 2020.