Yellowstone Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Yellowstone Partners’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
2017 Q4	$237K	Buy	1,730 +2	+0.1%	+$268	0.13%	145
2017 Q3	$224K	Buy	+1,728	New	+$219K	0.12%	165
2016 Q3	$215K	Hold	1,935	–	–	0.08%	206
2016 Q2	$207K	Hold	1,935	–	–	0.09%	180
2016 Q1	$203K	Hold	1,935	–	–	0.09%	185
2015 Q4	$202K	Buy	+1,935	New	+$204K	0.09%	180

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIM

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

Yellowstone Partners's VTI Position: Q4 2017 in Review

Yellowstone Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q4 2017, buying an estimated $268 and bringing the position to 1,730 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #145.

Yellowstone Partners first reported a position in VTI in Q4 2015 and has held it in 6 quarters since. 1,084 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

Yellowstone Partners held 1,730 shares of Vanguard Morningstar Total Stock Market ETF worth $237K as of Q4 2017.
Yellowstone Partners bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q4 2017, an estimated $268.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Yellowstone Partners's portfolio in Q4 2017, its #145 holding.
Yellowstone Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 6 quarters since.
1,084 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.