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Cavalier Investments’s Vanguard Small-Cap ETF VB Stock Holding History

Cavalier Investments’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
2018
Q4 		– Sell
-2,014
Closed -$327K – 196
2018
Q3 		$327K Buy
+2,014
New +$326K 0.1% 144

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cavalier Investments's VB Position: Q4 2018 in Review

Cavalier Investments sold out of Vanguard Small-Cap ETF (VB) in Q4 2018, closing a stake of 2,014 shares — an estimated $327K sold.

Cavalier Investments first reported a position in VB in Q3 2018 and held it in 1 quarter. The position peaked at $327K in Q3 2018. 924 funds tracked by Wall St. Rank hold VB as of Q4 2018.

  • Cavalier Investments reported no remaining Vanguard Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Cavalier Investments sold 2,014 Vanguard Small-Cap ETF shares in Q4 2018, an estimated $327K.
  • Cavalier Investments first reported a position in Vanguard Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Cavalier Investments's Vanguard Small-Cap ETF position peaked at $327K in Q3 2018.
  • 924 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.