WIL
VTI icon

Winifred I. Li’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Winifred I. Li’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
2014
Q4 		$5K Hold
44
– – ﹤0.01% 439
2014
Q3 		$4K Hold
44
– – ﹤0.01% 377
2014
Q2 		$4K Hold
44
– – ﹤0.01% 369
2014
Q1 		$4K Buy
44
+29
+193% +$2.78K ﹤0.01% 367
2013
Q4 		$1K Hold
15
– – ﹤0.01% 381
2013
Q3 		$1K Hold
15
– – ﹤0.01% 371
2013
Q2 		$1K Buy
+15
New +$1.24K ﹤0.01% 376

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Winifred I. Li's VTI Position: Q4 2014 in Review

Winifred I. Li held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2014 at 44 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Winifred I. Li first reported a position in VTI in Q2 2013 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold VTI as of Q4 2014.

  • Winifred I. Li held 44 shares of Vanguard Morningstar Total Stock Market ETF worth $5K as of Q4 2014.
  • Winifred I. Li left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2014.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #439 holding.
  • Winifred I. Li first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 7 quarters since.
  • 617 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.