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

CXI 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
2019 Q4	$45K	Buy	+269	New	+$42.8K	0.1%	30

Other funds holding VB

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CXI Advisors's VB Position: Q4 2019 in Review

CXI Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2019: 269 shares worth $45K. The stake represents 0.1% of the portfolio and ranks #30 among its holdings.

1,100 funds tracked by Wall St. Rank hold VB as of Q4 2019.

CXI Advisors held 269 shares of Vanguard Morningstar Small-Cap ETF worth $45K as of Q4 2019.
Vanguard Morningstar Small-Cap ETF was a new CXI Advisors position in Q4 2019.
Vanguard Morningstar Small-Cap ETF made up 0.1% of CXI Advisors's portfolio in Q4 2019, its #30 holding.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.