WCM
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Windsor Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-108
Closed -$10K – 425
2015
Q3 		$10K Buy
+108
New +$11.3K 0.01% 338
2013
Q4 		– Sell
-74
Closed -$6K – 415
2013
Q3 		$6K Buy
74
+1
+1% +$87 ﹤0.01% 374
2013
Q2 		$6K Buy
+73
New +$6.06K ﹤0.01% 351

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 $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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Windsor Capital Management's VTI Position: Q4 2015 in Review

Windsor Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2015, closing a stake of 108 shares — an estimated $10K sold.

Windsor Capital Management first reported a position in VTI in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q3 2015. 711 funds tracked by Wall St. Rank hold VTI as of Q4 2015.

  • Windsor Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 108 Vanguard Total Stock Market ETF shares in Q4 2015, an estimated $10K.
  • Windsor Capital Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 3 quarters.
  • Windsor Capital Management's Vanguard Total Stock Market ETF position peaked at $10K in Q3 2015.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.