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Wilkins Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wilkins Investment Counsel’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
2019
Q2 		– Sell
-4,000
Closed -$579K – 75
2019
Q1 		$579K Buy
+4,000
New +$558K 0.17% 59

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wilkins Investment Counsel's VTI Position: Q2 2019 in Review

Wilkins Investment Counsel sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2019, closing a stake of 4,000 shares — an estimated $579K sold.

Wilkins Investment Counsel first reported a position in VTI in Q1 2019 and held it in 1 quarter. The position peaked at $579K in Q1 2019. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

  • Wilkins Investment Counsel reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • Wilkins Investment Counsel sold 4,000 Vanguard Morningstar Total Stock Market ETF shares in Q2 2019, an estimated $579K.
  • Wilkins Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and held it in 1 quarter.
  • Wilkins Investment Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $579K in Q1 2019.
  • 1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2019.

Based on Wilkins Investment Counsel's 13F filing for Q2 2019, filed 9 Aug 2019.