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Stancorp Investment Advisers’s Vanguard Total Stock Market ETF VTI Stock Holding History

Stancorp Investment Advisers’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
Q1 		$437K Hold
4,078
– – 0.21% 122
2014
Q4 		$432K Buy
+4,078
New +$422K 0.2% 126

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Stancorp Investment Advisers's VTI Position: Q1 2015 in Review

Stancorp Investment Advisers held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2015 at 4,078 shares worth $437K. The position accounts for 0.21% of the portfolio, ranked #122.

Stancorp Investment Advisers first reported a position in VTI in Q4 2014 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold VTI as of Q1 2015.

  • Stancorp Investment Advisers held 4,078 shares of Vanguard Total Stock Market ETF worth $437K as of Q1 2015.
  • Stancorp Investment Advisers left its Vanguard Total Stock Market ETF share count unchanged in Q1 2015.
  • Vanguard Total Stock Market ETF made up 0.21% of Stancorp Investment Advisers's portfolio in Q1 2015, its #122 holding.
  • Stancorp Investment Advisers first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.