Founders Bank & Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Founders Bank & Trust’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
2014 Q4	$125K	Hold	1,180	–	–	0.07%	129
2014 Q3	$119K	Hold	1,180	–	–	0.07%	130
2014 Q2	$120K	Hold	1,180	–	–	0.07%	126
2014 Q1	$115K	Hold	1,180	–	–	0.07%	115
2013 Q4	$108K	Hold	1,180	–	–	0.06%	118
2013 Q3	$103K	Hold	1,180	–	–	0.05%	116
2013 Q2	$98K	Buy	+1,180	New	+$97.9K	0.05%	111

Other funds holding VTI

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIM

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

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

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

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Founders Bank & Trust held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2014 at 1,180 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #129.

Founders Bank & Trust first reported a position in VTI in Q2 2013 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold VTI as of Q4 2014.

Founders Bank & Trust held 1,180 shares of Vanguard Morningstar Total Stock Market ETF worth $125K as of Q4 2014.
Founders Bank & Trust left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2014.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Founders Bank & Trust's portfolio in Q4 2014, its #129 holding.
Founders Bank & Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 7 quarters since.
618 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2014.

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