Vector Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Vector Wealth Management’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
2016 Q4	$711K	Buy	6,164 +1,143	+23%	+$129K	0.5%	32
2016 Q3	$559K	Buy	5,021 +1,965	+64%	+$218K	0.38%	37
2016 Q2	$327K	Buy	3,056 +690	+29%	+$73.1K	0.22%	56
2016 Q1	$248K	Sell	2,366 -597	-20%	-$59.2K	0.18%	68
2015 Q4	$309K	Hold	2,963	–	–	0.24%	56
2015 Q3	$318K	Sell	2,963 -1,314	-31%	-$138K	0.25%	53
2015 Q2	$458K	Buy	4,277 +598	+16%	+$65.2K	0.36%	36
2015 Q1	$395K	Buy	3,679 +127	+4%	+$13.6K	0.32%	33
2014 Q4	$377K	Buy	+3,552	New	+$368K	0.28%	36
2013 Q4	–	Sell	-2,805	Closed	-$246K	–	66
2013 Q3	$246K	Sell	2,805 -450	-14%	-$39.1K	0.18%	49
2013 Q2	$269K	Buy	+3,255	New	+$270K	0.2%	45

Other funds holding VTI

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

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

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

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

Vector Wealth Management's VTI Position: Q4 2016 in Review

Vector Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 23% in Q4 2016, buying an estimated $129K and bringing the position to 6,164 shares worth $711K. The position accounts for 0.5% of the portfolio, ranked #32.

Vector Wealth Management first reported a position in VTI in Q2 2013 and has held it in 11 quarters since. 880 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

Vector Wealth Management held 6,164 shares of Vanguard Total Stock Market ETF worth $711K as of Q4 2016.
Vector Wealth Management bought 1,143 Vanguard Total Stock Market ETF shares in Q4 2016, an estimated $129K.
Vanguard Total Stock Market ETF made up 0.5% of Vector Wealth Management's portfolio in Q4 2016, its #32 holding.
Vector Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 11 quarters since.
880 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.