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Fiduciary Services Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fiduciary Services Corp’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 		$738K Buy
6,878
+3,485
+103% +$372K 0.24% 112
2014
Q4 		$360K Buy
3,393
+305
+10% +$31.6K 0.12% 143
2014
Q3 		$313K Buy
+3,088
New +$316K 0.11% 141

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PS
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

Fiduciary Services Corp's VTI Position: Q1 2015 in Review

Fiduciary Services Corp increased its Vanguard Total Stock Market ETF (VTI) stake by 103% in Q1 2015, buying an estimated $372K and bringing the position to 6,878 shares worth $738K. The position accounts for 0.24% of the portfolio, ranked #112.

Fiduciary Services Corp first reported a position in VTI in Q3 2014 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold VTI as of Q1 2015.

  • Fiduciary Services Corp held 6,878 shares of Vanguard Total Stock Market ETF worth $738K as of Q1 2015.
  • Fiduciary Services Corp bought 3,485 Vanguard Total Stock Market ETF shares in Q1 2015, an estimated $372K.
  • Vanguard Total Stock Market ETF made up 0.24% of Fiduciary Services Corp's portfolio in Q1 2015, its #112 holding.
  • Fiduciary Services Corp first reported a position in Vanguard Total Stock Market ETF in Q3 2014 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.