Susquehanna Trust & Investment’s Vanguard Total Stock Market ETF VTI Stock Holding History

Susquehanna Trust & Investment’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 Q2	$1.06M	Hold	9,865	–	–	0.23%	67
2015 Q1	$1.06M	Hold	9,865	–	–	0.22%	62
2014 Q4	$1.05M	Buy	9,865 +450	+5%	+$46.6K	0.21%	64
2014 Q3	$953K	Hold	9,415	–	–	0.21%	65
2014 Q2	$958K	Hold	9,415	–	–	0.2%	63
2014 Q1	$918K	Hold	9,415	–	–	0.2%	64
2013 Q4	$903K	Hold	9,415	–	–	0.19%	64
2013 Q3	$825K	Hold	9,415	–	–	0.18%	59
2013 Q2	$778K	Buy	+9,415	New	+$781K	0.18%	58

Other funds holding VTI

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Susquehanna Trust & Investment's VTI Position: Q2 2015 in Review

Susquehanna Trust & Investment held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2015 at 9,865 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #67.

Susquehanna Trust & Investment first reported a position in VTI in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2015. 649 funds tracked by Wall St. Rank hold VTI as of Q2 2015.

Susquehanna Trust & Investment held 9,865 shares of Vanguard Total Stock Market ETF worth $1.06M as of Q2 2015.
Susquehanna Trust & Investment left its Vanguard Total Stock Market ETF share count unchanged in Q2 2015.
Vanguard Total Stock Market ETF made up 0.23% of Susquehanna Trust & Investment's portfolio in Q2 2015, its #67 holding.
Susquehanna Trust & Investment first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 9 quarters since.
Susquehanna Trust & Investment's Vanguard Total Stock Market ETF position peaked at $1.06M in Q1 2015.
649 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2015.

Based on Susquehanna Trust & Investment's 13F filing for Q2 2015, filed 24 Jul 2015.