Vantage Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Vantage Investment 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
2018 Q3	$233K	Hold	1,554	–	–	0.05%	139
2018 Q2	$218K	Buy	1,554 +1,457	+1,502%	+$203K	0.05%	139
2018 Q1	$13K	Sell	97 -139	-59%	-$19.5K	﹤0.01%	518
2017 Q4	$32K	Buy	236 +139	+143%	+$18.6K	0.01%	374
2017 Q3	$13K	Hold	97	–	–	﹤0.01%	518
2017 Q2	$12K	Hold	97	–	–	﹤0.01%	521
2017 Q1	$12K	Hold	97	–	–	﹤0.01%	503
2016 Q4	$11K	Hold	97	–	–	﹤0.01%	496
2016 Q3	$11K	Sell	97 -901	-90%	-$99.9K	﹤0.01%	480
2016 Q2	$107K	Buy	998 +4	+0.4%	+$424	0.05%	167
2016 Q1	$104K	Sell	994 -400	-29%	-$39.7K	0.05%	161
2015 Q4	$145K	Buy	1,394 +414	+42%	+$43.6K	0.07%	131
2015 Q3	$97K	Hold	980	–	–	0.05%	153
2015 Q2	$105K	Sell	980 -980	-50%	-$107K	0.06%	156
2015 Q1	$210K	Buy	1,960 +1,077	+122%	+$115K	0.06%	152
2014 Q4	$94K	Hold	883	–	–	0.05%	169
2014 Q3	$89K	Hold	883	–	–	0.05%	176
2014 Q2	$90K	Hold	883	–	–	0.06%	178
2014 Q1	$86K	Hold	883	–	–	0.06%	173
2013 Q4	$85K	Buy	+883	New	+$81.2K	0.06%	170

Other funds holding VTI

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

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

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

MFRM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vantage Investment Advisors's VTI Position: Q3 2018 in Review

Vantage Investment Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2018 at 1,554 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #139.

Vantage Investment Advisors first reported a position in VTI in Q4 2013 and has held it in 20 quarters since. 1,142 funds tracked by Wall St. Rank hold VTI as of Q3 2018.

Vantage Investment Advisors held 1,554 shares of Vanguard Total Stock Market ETF worth $233K as of Q3 2018.
Vantage Investment Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q3 2018.
Vanguard Total Stock Market ETF made up 0.05% of Vantage Investment Advisors's portfolio in Q3 2018, its #139 holding.
Vantage Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and has held it in 20 quarters since.
1,142 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.