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IberiaBank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IberiaBank’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
2020
Q2 		$8.39M Buy
53,581
+28,140
+111% +$4.15M 0.99% 28
2020
Q1 		$3.28M Buy
25,441
+1,558
+7% +$241K 0.43% 73
2019
Q4 		$3.91M Sell
23,883
-12,210
-34% -$1.91M 0.41% 75
2019
Q3 		$5.45M Buy
36,093
+439
+1% +$66.2K 0.63% 56
2019
Q2 		$5.35M Buy
35,654
+4,941
+16% +$728K 0.59% 57
2019
Q1 		$4.44M Sell
30,713
-2,020
-6% -$282K 0.52% 64
2018
Q4 		$4.18M Buy
32,733
+555
+2% +$76.6K 0.54% 61
2018
Q3 		$4.82M Buy
32,178
+2,440
+8% +$359K 0.6% 52
2018
Q2 		$4.18M Buy
29,738
+2,576
+9% +$359K 0.72% 48
2018
Q1 		$3.69M Buy
27,162
+7,113
+35% +$997K 0.73% 44
2017
Q4 		$2.79M Sell
20,049
-2,765
-12% -$370K 0.44% 73
2017
Q3 		$2.99M Buy
22,814
+19,854
+671% +$2.51M 0.5% 67
2017
Q2 		$368K Buy
2,960
+260
+10% +$32K 0.11% 132
2017
Q1 		$328K Buy
+2,700
New +$323K 0.1% 138
2016
Q3 		– Sell
-7,898
Closed -$846K – 143
2016
Q2 		$846K Sell
7,898
-145
-2% -$15.4K 0.37% 63
2016
Q1 		$843K Buy
8,043
+43
+0.5% +$4.26K 0.4% 57
2015
Q4 		$834K Sell
8,000
-4
-0% -$421 0.37% 63
2015
Q3 		$790K Buy
+8,004
New +$840K 0.41% 59

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IberiaBank's VTI Position: Q2 2020 in Review

IberiaBank increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 111% in Q2 2020, buying an estimated $4.15M and bringing the position to 53,581 shares worth $8.39M. The position accounts for 0.99% of the portfolio, ranked #28.

IberiaBank first reported a position in VTI in Q3 2015 and has held it in 18 quarters since. 1,551 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

  • IberiaBank held 53,581 shares of Vanguard Morningstar Total Stock Market ETF worth $8.39M as of Q2 2020.
  • IberiaBank bought 28,140 Vanguard Morningstar Total Stock Market ETF shares in Q2 2020, an estimated $4.15M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.99% of IberiaBank's portfolio in Q2 2020, its #28 holding.
  • IberiaBank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 18 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.