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Founders Bank & Trust’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Founders Bank & Trust’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$74K Hold
697
– – 0.04% 158
2014
Q3 		$70K Hold
697
– – 0.04% 161
2014
Q2 		$74K Hold
697
– – 0.04% 155
2014
Q1 		$70K Hold
697
– – 0.04% 151
2013
Q4 		$64K Buy
+697
New +$65.8K 0.04% 154

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Founders Bank & Trust's VBR Position: Q4 2014 in Review

Founders Bank & Trust held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q4 2014 at 697 shares worth $74K. The position accounts for 0.04% of the portfolio, ranked #158.

Founders Bank & Trust first reported a position in VBR in Q4 2013 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold VBR as of Q4 2014.

  • Founders Bank & Trust held 697 shares of Vanguard Morningstar Small-Cap Value ETF worth $74K as of Q4 2014.
  • Founders Bank & Trust left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q4 2014.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Founders Bank & Trust's portfolio in Q4 2014, its #158 holding.
  • Founders Bank & Trust first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2013 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.