Capital One National Association’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Capital One National Association’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$731K	Buy	+5,330	New	+$706K	0.1%	178

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Capital One National Association's VBR Position: Q4 2019 in Review

Capital One National Association opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2019: 5,330 shares worth $731K. The stake represents 0.1% of the portfolio and ranks #178 among its holdings.

778 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

Capital One National Association held 5,330 shares of Vanguard Morningstar Small-Cap Value ETF worth $731K as of Q4 2019.
Vanguard Morningstar Small-Cap Value ETF was a new Capital One National Association position in Q4 2019.
Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Capital One National Association's portfolio in Q4 2019, its #178 holding.
778 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.