WealthShield’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WealthShield’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 Q4	$3.06M	Buy	+22,227	New	+$2.97M	1.86%	17

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

WealthShield's VTI Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2017: 22,227 shares worth $3.06M. The stake represents 1.86% of the portfolio and ranks #17 among its holdings.

1,084 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

WealthShield held 22,227 shares of Vanguard Morningstar Total Stock Market ETF worth $3.06M as of Q4 2017.
Vanguard Morningstar Total Stock Market ETF was a new WealthShield position in Q4 2017.
Vanguard Morningstar Total Stock Market ETF made up 1.86% of WealthShield's portfolio in Q4 2017, its #17 holding.
1,084 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.