Vantage Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Vantage Investment Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$135K	Sell	10,191 -294	-3%	-$3.82K	0.03%	184
2018 Q2	$131K	Buy	10,485 +9,033	+622%	+$112K	0.03%	181
2018 Q1	$18K	Hold	1,452	–	–	﹤0.01%	442
2017 Q4	$18K	Sell	1,452 -330	-19%	-$3.98K	﹤0.01%	465
2017 Q3	$21K	Buy	1,782 +231	+15%	+$2.64K	0.01%	429
2017 Q2	$17K	Buy	1,551 +162	+12%	+$1.82K	﹤0.01%	454
2017 Q1	$16K	Buy	1,389 +657	+90%	+$7.32K	0.01%	443
2016 Q4	$8K	Buy	+732	New	+$7.71K	﹤0.01%	554

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Vantage Investment Advisors's FNDX Position: Q3 2018 in Review

Vantage Investment Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.8% in Q3 2018, selling an estimated $3.82K and leaving 10,191 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #184.

Vantage Investment Advisors first reported a position in FNDX in Q4 2016 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold FNDX as of Q3 2018.

Vantage Investment Advisors held 10,191 shares of Schwab Fundamental US Large Company Index ETF worth $135K as of Q3 2018.
Vantage Investment Advisors sold 294 Schwab Fundamental US Large Company Index ETF shares in Q3 2018, an estimated $3.82K.
Schwab Fundamental US Large Company Index ETF made up 0.03% of Vantage Investment Advisors's portfolio in Q3 2018, its #184 holding.
Vantage Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2016 and has held it in 8 quarters since.
146 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.