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Stancorp Investment Advisers’s Vanguard Value ETF VTV Stock Holding History

Stancorp Investment Advisers’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$103K Sell
1,225
-177
-13% -$14.9K 0.05% 209
2014
Q4 		$118K Buy
+1,402
New +$116K 0.05% 201

Other funds holding VTV

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Stancorp Investment Advisers reduced its Vanguard Value ETF (VTV) stake by 13% in Q1 2015, selling an estimated $14.9K and leaving 1,225 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #209.

Stancorp Investment Advisers first reported a position in VTV in Q4 2014 and has held it in 2 quarters since. The position peaked at $118K in Q4 2014. 345 funds tracked by Wall St. Rank hold VTV as of Q1 2015.

  • Stancorp Investment Advisers held 1,225 shares of Vanguard Value ETF worth $103K as of Q1 2015.
  • Stancorp Investment Advisers sold 177 Vanguard Value ETF shares in Q1 2015, an estimated $14.9K.
  • Vanguard Value ETF made up 0.05% of Stancorp Investment Advisers's portfolio in Q1 2015, its #209 holding.
  • Stancorp Investment Advisers first reported a position in Vanguard Value ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Vanguard Value ETF position peaked at $118K in Q4 2014.
  • 345 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2015.

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