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Winslow Evans & Crocker’s Vanguard Total Stock Market ETF VTI Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1.08M Buy
5,562
+4,526
+437% +$827K 0.21% 117
2020
Q3 		$176K Sell
1,036
-115
-10% -$19.3K 0.04% 284
2020
Q2 		$180K Sell
1,151
-55
-5% -$8.11K 0.05% 279
2020
Q1 		$156K Sell
1,206
-1,366
-53% -$211K 0.05% 266
2019
Q4 		$422K Buy
2,572
+166
+7% +$26K 0.11% 194
2019
Q3 		$364K Buy
2,406
+54
+2% +$8.14K 0.1% 207
2019
Q2 		$354K Hold
2,352
– – 0.1% 215
2019
Q1 		$342K Buy
2,352
+552
+31% +$77K 0.1% 212
2018
Q4 		$230K Buy
1,800
+574
+47% +$79.2K 0.08% 244
2018
Q3 		$184K Buy
1,226
+66
+6% +$9.71K 0.06% 275
2018
Q2 		$164K Buy
1,160
+100
+9% +$14K 0.05% 295
2018
Q1 		$144K Buy
1,060
+30
+3% +$4.21K 0.05% 301
2017
Q4 		$141K Buy
1,030
+100
+11% +$13.4K 0.05% 310
2017
Q3 		$120K Sell
930
-4,214
-82% -$534K 0.04% 329
2017
Q2 		$640K Sell
5,144
-318
-6% -$39.2K 0.18% 133
2017
Q1 		$662K Buy
5,462
+548
+11% +$65.6K 0.21% 110
2016
Q4 		$566K Buy
4,914
+404
+9% +$45.4K 0.17% 127
2016
Q3 		$502K Buy
4,510
+346
+8% +$38.4K 0.14% 151
2016
Q2 		$446K Sell
4,164
-1,408
-25% -$149K 0.13% 161
2016
Q1 		$584K Sell
5,572
-206
-4% -$20.4K 0.18% 123
2015
Q4 		$603K Buy
5,778
+72
+1% +$7.58K 0.17% 126
2015
Q3 		$563K Buy
5,706
+510
+10% +$53.5K 0.18% 125
2015
Q2 		$556K Buy
5,196
+4,196
+420% +$458K 0.16% 152
2015
Q1 		$107K Hold
1,000
– – 0.03% 415
2014
Q4 		$106K Hold
1,000
– – 0.03% 406
2014
Q3 		$101K Sell
1,000
-54
-5% -$5.52K 0.03% 418
2014
Q2 		$107K Hold
1,054
– – 0.04% 348
2014
Q1 		$103K Hold
1,054
– – 0.04% 350
2013
Q4 		$101K Buy
+1,054
New +$97K 0.03% 371

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's VTI Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Total Stock Market ETF (VTI) stake by 437% in Q4 2020, buying an estimated $827K and bringing the position to 5,562 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #117.

Winslow Evans & Crocker first reported a position in VTI in Q4 2013 and has held it in 29 quarters since. 1,771 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

  • Winslow Evans & Crocker held 5,562 shares of Vanguard Total Stock Market ETF worth $1.08M as of Q4 2020.
  • Winslow Evans & Crocker bought 4,526 Vanguard Total Stock Market ETF shares in Q4 2020, an estimated $827K.
  • Vanguard Total Stock Market ETF made up 0.21% of Winslow Evans & Crocker's portfolio in Q4 2020, its #117 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.