FIMS
VTV icon

FBL Investment Management Services’s Vanguard Value ETF VTV Stock Holding History

FBL Investment Management Services’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-41,971
Closed -$2.84M – 70
2013
Q3 		$2.84M Hold
41,971
– – 0.44% 47
2013
Q2 		$2.84M Buy
+41,971
New +$2.84M 1.01% 30

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FBL Investment Management Services's VTV Position: Q4 2013 in Review

FBL Investment Management Services sold out of Vanguard Value ETF (VTV) in Q4 2013, closing a stake of 41,971 shares — an estimated $2.84M sold.

FBL Investment Management Services first reported a position in VTV in Q2 2013 and held it in 2 quarters. The position peaked at $2.84M in Q3 2013. 268 funds tracked by Wall St. Rank hold VTV as of Q4 2013.

  • FBL Investment Management Services reported no remaining Vanguard Value ETF position as of Q4 2013 after selling out during the quarter.
  • FBL Investment Management Services sold 41,971 Vanguard Value ETF shares in Q4 2013, an estimated $2.84M.
  • FBL Investment Management Services first reported a position in Vanguard Value ETF in Q2 2013 and held it in 2 quarters.
  • FBL Investment Management Services's Vanguard Value ETF position peaked at $2.84M in Q3 2013.
  • 268 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2013.

Based on FBL Investment Management Services's 13F filing for Q4 2013, filed 6 Feb 2014.