iAB Financial Bank’s Vanguard Large-Cap ETF VV Stock Holding History

iAB Financial Bank’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
2017 Q2	$1.16M	Sell	10,450 -580	-5%	-$63.8K	0.57%	43
2017 Q1	$1.19M	Buy	11,030 +5,695	+107%	+$607K	0.61%	41
2016 Q4	$546K	Hold	5,335	–	–	0.31%	69
2016 Q3	$529K	Buy	5,335 +300	+6%	+$29.7K	0.31%	69
2016 Q2	$483K	Buy	5,035 +15	+0.3%	+$1.42K	0.31%	73
2016 Q1	$472K	Buy	5,020 +170	+4%	+$15.2K	0.32%	70
2015 Q4	$453K	Hold	4,850	–	–	0.33%	69
2015 Q3	$427K	Buy	4,850 +1,000	+26%	+$93.4K	0.33%	69
2015 Q2	$365K	Buy	3,850 +925	+32%	+$89.6K	0.25%	83
2015 Q1	$278K	Buy	2,925 +50	+2%	+$4.75K	0.19%	92
2014 Q4	$271K	Buy	+2,875	New	+$265K	0.23%	82

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

iAB Financial Bank's VV Position: Q2 2017 in Review

iAB Financial Bank reduced its Vanguard Large-Cap ETF (VV) stake by 5.3% in Q2 2017, selling an estimated $63.8K and leaving 10,450 shares worth $1.16M. The position accounts for 0.57% of the portfolio, ranked #43.

iAB Financial Bank first reported a position in VV in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2017. 358 funds tracked by Wall St. Rank hold VV as of Q2 2017.

iAB Financial Bank held 10,450 shares of Vanguard Large-Cap ETF worth $1.16M as of Q2 2017.
iAB Financial Bank sold 580 Vanguard Large-Cap ETF shares in Q2 2017, an estimated $63.8K.
Vanguard Large-Cap ETF made up 0.57% of iAB Financial Bank's portfolio in Q2 2017, its #43 holding.
iAB Financial Bank first reported a position in Vanguard Large-Cap ETF in Q4 2014 and has held it in 11 quarters since.
iAB Financial Bank's Vanguard Large-Cap ETF position peaked at $1.19M in Q1 2017.
358 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.