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Coyle Financial Counsel’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Coyle Financial Counsel’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
2018
Q3 		– Sell
-624
Closed -$85K – 289
2018
Q2 		$85K Sell
624
-129
-17% -$17.3K 0.08% 59
2018
Q1 		$97K Sell
753
-2,698
-78% -$358K 0.1% 48
2017
Q4 		$458K Buy
+3,451
New +$449K 0.52% 31

Other funds holding VBR

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coyle Financial Counsel's VBR Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2018, closing a stake of 624 shares — an estimated $85K sold.

Coyle Financial Counsel first reported a position in VBR in Q4 2017 and held it in 3 quarters. The position peaked at $458K in Q4 2017. 620 funds tracked by Wall St. Rank hold VBR as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 624 Vanguard Small-Cap Value ETF shares in Q3 2018, an estimated $85K.
  • Coyle Financial Counsel first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and held it in 3 quarters.
  • Coyle Financial Counsel's Vanguard Small-Cap Value ETF position peaked at $458K in Q4 2017.
  • 620 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.