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Stifel Trust’s Vanguard Large-Cap ETF VV Stock Holding History

Stifel Trust’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$65K Buy
708
+109
+18% +$9.9K 0.01% 249
2014
Q2 		$54K Hold
599
– – 0.01% 266
2014
Q1 		$52K Hold
599
– – 0.01% 264
2013
Q4 		$51K Buy
599
+305
+104% +$24.8K 0.01% 260
2013
Q3 		$23K Hold
294
– – ﹤0.01% 340
2013
Q2 		$22K Buy
+294
New +$21.7K ﹤0.01% 338

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Trust's VV Position: Q3 2014 in Review

Stifel Trust increased its Vanguard Large-Cap ETF (VV) stake by 18% in Q3 2014, buying an estimated $9.9K and bringing the position to 708 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #249.

Stifel Trust first reported a position in VV in Q2 2013 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold VV as of Q3 2014.

  • Stifel Trust held 708 shares of Vanguard Large-Cap ETF worth $65K as of Q3 2014.
  • Stifel Trust bought 109 Vanguard Large-Cap ETF shares in Q3 2014, an estimated $9.9K.
  • Vanguard Large-Cap ETF made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #249 holding.
  • Stifel Trust first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.