United Bank (West Virginia)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

United Bank (West Virginia)’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	$4.15M	Sell	32,031 -526	-2%	-$66.6K	1.65%	19
2017 Q2	$4.05M	Sell	32,557 -208	-0.6%	-$25.6K	1.7%	21
2017 Q1	$3.98M	Sell	32,765 -5,035	-13%	-$603K	1.73%	18
2016 Q4	$4.36M	Sell	37,800 -900	-2%	-$101K	1.93%	13
2016 Q3	$4.31M	Sell	38,700 -514	-1%	-$57K	1.98%	15
2016 Q2	$4.2M	Hold	39,214	–	–	1.93%	14
2016 Q1	$4.11M	Buy	+39,214	New	+$3.89M	1.88%	13

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

United Bank (West Virginia)'s VTI Position: Q3 2017 in Review

United Bank (West Virginia) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q3 2017, selling an estimated $66.6K and leaving 32,031 shares worth $4.15M. The position accounts for 1.65% of the portfolio, ranked #19.

United Bank (West Virginia) first reported a position in VTI in Q1 2016 and has held it in 7 quarters since. The position peaked at $4.36M in Q4 2016. 942 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

United Bank (West Virginia) held 32,031 shares of Vanguard Morningstar Total Stock Market ETF worth $4.15M as of Q3 2017.
United Bank (West Virginia) sold 526 Vanguard Morningstar Total Stock Market ETF shares in Q3 2017, an estimated $66.6K.
Vanguard Morningstar Total Stock Market ETF made up 1.65% of United Bank (West Virginia)'s portfolio in Q3 2017, its #19 holding.
United Bank (West Virginia) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 7 quarters since.
United Bank (West Virginia)'s Vanguard Morningstar Total Stock Market ETF position peaked at $4.36M in Q4 2016.
942 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.