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Aris Wealth Services’s Vanguard Small-Cap ETF VB Stock Holding History

Aris Wealth Services’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
2015
Q3 		$12K Hold
112
– – 0.03% 207
2015
Q2 		$14K Buy
+112
New +$13.8K 0.01% 343

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aris Wealth Services's VB Position: Q3 2015 in Review

Aris Wealth Services held its Vanguard Small-Cap ETF (VB) position steady in Q3 2015 at 112 shares worth $12K. The position accounts for 0.03% of the portfolio, ranked #207.

Aris Wealth Services first reported a position in VB in Q2 2015 and has held it in 2 quarters since. The position peaked at $14K in Q2 2015. 438 funds tracked by Wall St. Rank hold VB as of Q3 2015.

  • Aris Wealth Services held 112 shares of Vanguard Small-Cap ETF worth $12K as of Q3 2015.
  • Aris Wealth Services left its Vanguard Small-Cap ETF share count unchanged in Q3 2015.
  • Vanguard Small-Cap ETF made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #207 holding.
  • Aris Wealth Services first reported a position in Vanguard Small-Cap ETF in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's Vanguard Small-Cap ETF position peaked at $14K in Q2 2015.
  • 438 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.