Clarfeld Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Clarfeld Financial Advisors’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	$188K	Buy	+1,425	New	+$207K	0.16%	50

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clarfeld Financial Advisors's VB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2018: 1,425 shares worth $188K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings.

925 funds tracked by Wall St. Rank hold VB as of Q4 2018.

Clarfeld Financial Advisors held 1,425 shares of Vanguard Morningstar Small-Cap ETF worth $188K as of Q4 2018.
Vanguard Morningstar Small-Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard Morningstar Small-Cap ETF made up 0.16% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #50 holding.
925 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.