Yorktown Management & Research Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Yorktown Management & Research Company’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
2015 Q1	–	Sell	-2,500	Closed	-$265K	–	521
2014 Q4	$265K	Hold	2,500	–	–	0.06%	246
2014 Q3	$253K	Buy	+2,500	New	+$256K	0.05%	264
2014 Q1	–	Sell	-2,700	Closed	-$259K	–	478
2013 Q4	$259K	Buy	+2,700	New	+$248K	0.05%	279

Other funds holding VTI

AUIM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WIM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

WCM

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

Yorktown Management & Research Company's VTI Position: Q1 2015 in Review

Yorktown Management & Research Company sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2015, closing a stake of 2,500 shares — an estimated $265K sold.

Yorktown Management & Research Company first reported a position in VTI in Q4 2013 and held it in 3 quarters. The position peaked at $265K in Q4 2014. 631 funds tracked by Wall St. Rank hold VTI as of Q1 2015.

Yorktown Management & Research Company reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2015 after selling out during the quarter.
Yorktown Management & Research Company sold 2,500 Vanguard Morningstar Total Stock Market ETF shares in Q1 2015, an estimated $265K.
Yorktown Management & Research Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and held it in 3 quarters.
Yorktown Management & Research Company's Vanguard Morningstar Total Stock Market ETF position peaked at $265K in Q4 2014.
631 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2015.

Based on Yorktown Management & Research Company's 13F filing for Q1 2015, filed 23 Apr 2015.