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Yellowstone Partners’s Vanguard 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
Betterment LLC New York $52.8B AUM 15.34% 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
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
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 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. 1,083 funds tracked by Wall St. Rank hold VTI as of Q4 2017.

  • Yellowstone Partners held 1,730 shares of Vanguard Total Stock Market ETF worth $237K as of Q4 2017.
  • Yellowstone Partners bought 2 Vanguard Total Stock Market ETF shares in Q4 2017, an estimated $268.
  • Vanguard 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 Total Stock Market ETF in Q4 2015 and has held it in 6 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2017.

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