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CFO4Life’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

CFO4Life’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
-3,818
Closed -$464K – 81
2015
Q2 		$464K Sell
3,818
-110
-3% -$13.5K 0.39% 46
2015
Q1 		$481K Buy
+3,928
New +$465K 0.4% 46

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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, Delaware $11.6B AUM 3.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CFO4Life's VB Position: Q3 2015 in Review

CFO4Life sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2015, closing a stake of 3,818 shares — an estimated $464K sold.

CFO4Life first reported a position in VB in Q1 2015 and held it in 2 quarters. The position peaked at $481K in Q1 2015. 440 funds tracked by Wall St. Rank hold VB as of Q3 2015.

  • CFO4Life reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • CFO4Life sold 3,818 Vanguard Morningstar Small-Cap ETF shares in Q3 2015, an estimated $464K.
  • CFO4Life first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2015 and held it in 2 quarters.
  • CFO4Life's Vanguard Morningstar Small-Cap ETF position peaked at $481K in Q1 2015.
  • 440 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2015.

Based on CFO4Life's 13F filing for Q3 2015, filed 5 Nov 2015.