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VTI icon

BancorpSouth’s Vanguard Total Stock Market ETF VTI Stock Holding History

BancorpSouth’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
Q3 		$216K Hold
1,671
– – 0.02% 236
2017
Q2 		$208K Hold
1,671
– – 0.02% 227
2017
Q1 		$203K Buy
+1,671
New +$200K 0.02% 232
2016
Q2 		– Sell
-3,436
Closed -$360K – 258
2016
Q1 		$360K Sell
3,436
-1,366
-28% -$135K 0.04% 144
2015
Q4 		$501K Buy
+4,802
New +$506K 0.06% 133

Other funds holding VTI

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BancorpSouth's VTI Position: Q3 2017 in Review

BancorpSouth held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2017 at 1,671 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #236.

BancorpSouth first reported a position in VTI in Q4 2015 and has held it in 5 quarters since. The position peaked at $501K in Q4 2015. 941 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

  • BancorpSouth held 1,671 shares of Vanguard Total Stock Market ETF worth $216K as of Q3 2017.
  • BancorpSouth left its Vanguard Total Stock Market ETF share count unchanged in Q3 2017.
  • Vanguard Total Stock Market ETF made up 0.02% of BancorpSouth's portfolio in Q3 2017, its #236 holding.
  • BancorpSouth first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 5 quarters since.
  • BancorpSouth's Vanguard Total Stock Market ETF position peaked at $501K in Q4 2015.
  • 941 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.