Wood Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wood Asset 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
2014 Q1	–	Sell	-14,840	Closed	-$1.42M	–	77
2013 Q4	$1.42M	Sell	14,840 -2,200	-13%	-$202K	0.41%	64
2013 Q3	$1.49M	Sell	17,040 -580	-3%	-$50.4K	0.43%	61
2013 Q2	$1.46M	Buy	+17,620	New	+$1.46M	0.39%	63

Other funds holding VTI

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NHAS

Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wood Asset Management's VTI Position: Q1 2014 in Review

Wood Asset Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2014, closing a stake of 14,840 shares — an estimated $1.42M sold.

Wood Asset Management first reported a position in VTI in Q2 2013 and held it in 3 quarters. The position peaked at $1.49M in Q3 2013. 517 funds tracked by Wall St. Rank hold VTI as of Q1 2014.

Wood Asset Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2014 after selling out during the quarter.
Wood Asset Management sold 14,840 Vanguard Total Stock Market ETF shares in Q1 2014, an estimated $1.42M.
Wood Asset Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 3 quarters.
Wood Asset Management's Vanguard Total Stock Market ETF position peaked at $1.49M in Q3 2013.
517 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2014.

Based on Wood Asset Management's 13F filing for Q1 2014, filed 16 Apr 2014.