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Antonetti Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Antonetti Capital Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-3,825
Closed -$421K – 283
2013
Q4 		$421K Hold
3,825
– – 0.38% 34
2013
Q3 		$392K Sell
3,825
-260
-6% -$25.9K 0.4% 38
2013
Q2 		$383K Buy
+4,085
New +$378K 0.42% 41

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Antonetti Capital Management's VB Position: Q1 2014 in Review

Antonetti Capital Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2014, closing a stake of 3,825 shares — an estimated $421K sold.

Antonetti Capital Management first reported a position in VB in Q2 2013 and held it in 3 quarters. The position peaked at $421K in Q4 2013. 368 funds tracked by Wall St. Rank hold VB as of Q1 2014.

  • Antonetti Capital Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Antonetti Capital Management sold 3,825 Vanguard Small-Cap ETF shares in Q1 2014, an estimated $421K.
  • Antonetti Capital Management first reported a position in Vanguard Small-Cap ETF in Q2 2013 and held it in 3 quarters.
  • Antonetti Capital Management's Vanguard Small-Cap ETF position peaked at $421K in Q4 2013.
  • 368 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2014.

Based on Antonetti Capital Management's 13F filing for Q1 2014, filed 14 May 2014.