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Winthrop Partners - WNY’s Vanguard Total Stock Market ETF VTI Stock Holding History

Winthrop Partners - WNY’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
Q3 		$30.2K Hold
200
– – 0.02% 203
2019
Q2 		$30K Hold
200
– – 0.02% 169
2019
Q1 		$29.3K Hold
200
– – 0.02% 167
2018
Q4 		$25.5K Hold
200
– – 0.02% 169
2018
Q3 		$29.9K Hold
200
– – 0.02% 197
2018
Q2 		$28.1K Hold
200
– – 0.02% 215
2018
Q1 		$26.9K Buy
+200
New +$28K 0.02% 255

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Winthrop Partners - WNY's VTI Position: Q3 2019 in Review

Winthrop Partners - WNY held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2019 at 200 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #203.

Winthrop Partners - WNY first reported a position in VTI in Q1 2018 and has held it in 7 quarters since. 1,314 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

  • Winthrop Partners - WNY held 200 shares of Vanguard Total Stock Market ETF worth $30.2K as of Q3 2019.
  • Winthrop Partners - WNY left its Vanguard Total Stock Market ETF share count unchanged in Q3 2019.
  • Vanguard Total Stock Market ETF made up 0.02% of Winthrop Partners - WNY's portfolio in Q3 2019, its #203 holding.
  • Winthrop Partners - WNY first reported a position in Vanguard Total Stock Market ETF in Q1 2018 and has held it in 7 quarters since.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.