KMS Financial Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

KMS Financial Services’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$258K	Buy	+2,980	New	+$260K	0.04%	414

Other funds holding VOOV

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KMS Financial Services's VOOV Position: Q3 2014 in Review

KMS Financial Services opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q3 2014: 2,980 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #414 among its holdings.

22 funds tracked by Wall St. Rank hold VOOV as of Q3 2014.

KMS Financial Services held 2,980 shares of Vanguard S&P 500 Value ETF worth $258K as of Q3 2014.
Vanguard S&P 500 Value ETF was a new KMS Financial Services position in Q3 2014.
Vanguard S&P 500 Value ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #414 holding.
22 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.