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Founders Bank & Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Founders Bank & Trust’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$66K Hold
696
– – 0.03% 165
2014
Q3 		$63K Hold
696
– – 0.04% 171
2014
Q2 		$63K Hold
696
– – 0.03% 166
2014
Q1 		$60K Hold
696
– – 0.03% 161
2013
Q4 		$56K Buy
+696
New +$56.6K 0.03% 165

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Founders Bank & Trust held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q4 2014 at 696 shares worth $66K. The position accounts for 0.03% of the portfolio, ranked #165.

Founders Bank & Trust first reported a position in VV in Q4 2013 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold VV as of Q4 2014.

  • Founders Bank & Trust held 696 shares of Vanguard Morningstar Large-Cap ETF worth $66K as of Q4 2014.
  • Founders Bank & Trust left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q4 2014.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Founders Bank & Trust's portfolio in Q4 2014, its #165 holding.
  • Founders Bank & Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2013 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2014.

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