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Simmons First Trust’s Vanguard Total Stock Market ETF VTI Stock Holding History

Simmons First 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
2015
Q4 		$835K Buy
8,005
+4,605
+135% +$485K 0.1% 162
2015
Q3 		$336K Hold
3,400
– – 0.08% 134
2015
Q2 		$364K Hold
3,400
– – 0.09% 135
2015
Q1 		$365K Hold
3,400
– – 0.09% 136
2014
Q4 		$360K Buy
+3,400
New +$352K 0.09% 135

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Simmons First Trust's VTI Position: Q4 2015 in Review

Simmons First Trust increased its Vanguard Total Stock Market ETF (VTI) stake by 135% in Q4 2015, buying an estimated $485K and bringing the position to 8,005 shares worth $835K. The position accounts for 0.1% of the portfolio, ranked #162.

Simmons First Trust first reported a position in VTI in Q4 2014 and has held it in 5 quarters since. 711 funds tracked by Wall St. Rank hold VTI as of Q4 2015.

  • Simmons First Trust held 8,005 shares of Vanguard Total Stock Market ETF worth $835K as of Q4 2015.
  • Simmons First Trust bought 4,605 Vanguard Total Stock Market ETF shares in Q4 2015, an estimated $485K.
  • Vanguard Total Stock Market ETF made up 0.1% of Simmons First Trust's portfolio in Q4 2015, its #162 holding.
  • Simmons First Trust first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and has held it in 5 quarters since.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.