Founders Bank & Trust’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$38K	Hold	424	–	–	0.02%	194
2014 Q3	$36K	Hold	424	–	–	0.02%	194
2014 Q2	$37K	Hold	424	–	–	0.02%	191
2014 Q1	$35K	Hold	424	–	–	0.02%	184
2013 Q4	$32K	Buy	+424	New	+$32.7K	0.02%	194

Other funds holding VOE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Founders Bank & Trust held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q4 2014 at 424 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #194.

Founders Bank & Trust first reported a position in VOE in Q4 2013 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold VOE as of Q4 2014.

Founders Bank & Trust held 424 shares of Vanguard Morningstar Mid-Cap Value ETF worth $38K as of Q4 2014.
Founders Bank & Trust left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q4 2014.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Founders Bank & Trust's portfolio in Q4 2014, its #194 holding.
Founders Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2013 and has held it in 5 quarters since.
198 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2014.

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