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Founders Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Founders Bank & Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$368K Hold
11,924
– – 0.19% 77
2014
Q3 		$350K Hold
11,924
– – 0.2% 75
2014
Q2 		$354K Hold
11,924
– – 0.2% 73
2014
Q1 		$339K Hold
11,924
– – 0.2% 74
2013
Q4 		$314K Buy
11,924
+1,324
+12% +$35.3K 0.18% 73
2013
Q3 		$272K Hold
10,600
– – 0.14% 73
2013
Q2 		$252K Buy
+10,600
New +$251K 0.13% 69

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Founders Bank & Trust held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2014 at 11,924 shares worth $368K. The position accounts for 0.19% of the portfolio, ranked #77.

Founders Bank & Trust first reported a position in VO in Q2 2013 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold VO as of Q4 2014.

  • Founders Bank & Trust held 11,924 shares of Vanguard Mid-Cap ETF worth $368K as of Q4 2014.
  • Founders Bank & Trust left its Vanguard Mid-Cap ETF share count unchanged in Q4 2014.
  • Vanguard Mid-Cap ETF made up 0.19% of Founders Bank & Trust's portfolio in Q4 2014, its #77 holding.
  • Founders Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2014.

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