BJ
VB icon

Brouwer & Janachowski’s Vanguard Small-Cap ETF VB Stock Holding History

Brouwer & Janachowski’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 		– Sell
-481
Closed -$58K – 82
2015
Q2 		$58K Buy
+481
New +$59.1K 0.03% 57
2014
Q2 		– Sell
-481
Closed -$54K – 82
2014
Q1 		$54K Buy
+481
New +$53.3K 0.03% 68

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

Brouwer & Janachowski's VB Position: Q3 2015 in Review

Brouwer & Janachowski sold out of Vanguard Small-Cap ETF (VB) in Q3 2015, closing a stake of 481 shares — an estimated $58K sold.

Brouwer & Janachowski first reported a position in VB in Q1 2014 and held it in 2 quarters. The position peaked at $58K in Q2 2015. 438 funds tracked by Wall St. Rank hold VB as of Q3 2015.

  • Brouwer & Janachowski reported no remaining Vanguard Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 481 Vanguard Small-Cap ETF shares in Q3 2015, an estimated $58K.
  • Brouwer & Janachowski first reported a position in Vanguard Small-Cap ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's Vanguard Small-Cap ETF position peaked at $58K in Q2 2015.
  • 438 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.