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WFG Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WFG 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
2017
Q2 		$496K Buy
3,982
+80
+2% +$9.86K 0.11% 203
2017
Q1 		$473K Sell
3,902
-1,215
-24% -$146K 0.13% 178
2016
Q4 		$590K Buy
5,117
+1,735
+51% +$195K 0.14% 186
2016
Q3 		$377K Buy
3,382
+32
+1% +$3.55K 0.09% 221
2016
Q2 		$359K Buy
3,350
+1,991
+147% +$211K 0.1% 207
2016
Q1 		$142K Sell
1,359
-3,748
-73% -$372K 0.04% 402
2015
Q4 		$533K Sell
5,107
-296
-5% -$31.2K 0.16% 153
2015
Q3 		$533K Buy
5,403
+1,600
+42% +$168K 0.17% 144
2015
Q2 		$407K Buy
3,803
+3,800
+126,667% +$415K 0.11% 199
2015
Q1 		$0 Sell
3
-2,248
-100% -$240K ﹤0.01% 2102
2014
Q4 		$239K Sell
2,251
-373
-14% -$38.6K 0.05% 374
2014
Q3 		$266K Buy
2,624
+823
+46% +$84.1K 0.05% 384
2014
Q2 		$183K Buy
1,801
+513
+40% +$50.6K 0.03% 466
2014
Q1 		$126K Sell
1,288
-681
-35% -$65.2K 0.03% 562
2013
Q4 		$189K Buy
1,969
+1,173
+147% +$108K 0.03% 533
2013
Q3 		$70K Sell
796
-106
-12% -$9.21K 0.01% 809
2013
Q2 		$75K Buy
+902
New +$74.8K 0.01% 757

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's VTI Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2017, buying an estimated $9.86K and bringing the position to 3,982 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #203.

WFG Advisors first reported a position in VTI in Q2 2013 and has held it in 17 quarters since. The position peaked at $590K in Q4 2016. 913 funds tracked by Wall St. Rank hold VTI as of Q2 2017.

  • WFG Advisors held 3,982 shares of Vanguard Morningstar Total Stock Market ETF worth $496K as of Q2 2017.
  • WFG Advisors bought 80 Vanguard Morningstar Total Stock Market ETF shares in Q2 2017, an estimated $9.86K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of WFG Advisors's portfolio in Q2 2017, its #203 holding.
  • WFG Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $590K in Q4 2016.
  • 913 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.