Founders Bank & Trust’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Founders Bank & Trust’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$3.91M	Buy	103,129 +102,849	+36,732%	+$3.98M	2.05%	10
2014 Q3	$11K	Hold	280	–	–	0.01%	288
2014 Q2	$12K	Sell	280 -30	-10%	-$1.26K	0.01%	281
2014 Q1	$13K	Sell	310 -1,125	-78%	-$46.1K	0.01%	272
2013 Q4	$56K	Sell	1,435 -55	-4%	-$2.23K	0.03%	164
2013 Q3	$59K	Sell	1,490 -48	-3%	-$1.83K	0.03%	146
2013 Q2	$55K	Buy	+1,538	New	+$57.5K	0.03%	142

Other funds holding VEA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

WIM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Founders Bank & Trust increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 36,732% in Q4 2014, buying an estimated $3.98M and bringing the position to 103,129 shares worth $3.91M. The position accounts for 2.05% of the portfolio, ranked #10.

Founders Bank & Trust first reported a position in VEA in Q2 2013 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold VEA as of Q4 2014.

Founders Bank & Trust held 103,129 shares of Vanguard FTSE Developed Markets ETF worth $3.91M as of Q4 2014.
Founders Bank & Trust bought 102,849 Vanguard FTSE Developed Markets ETF shares in Q4 2014, an estimated $3.98M.
Vanguard FTSE Developed Markets ETF made up 2.05% of Founders Bank & Trust's portfolio in Q4 2014, its #10 holding.
Founders Bank & Trust first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2014.

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