D. Scott Neal’s Vanguard Small-Cap ETF VB Stock Holding History

D. Scott Neal’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
2017 Q4	–	Sell	-8,414	Closed	-$1.19M	–	187
2017 Q3	$1.19M	Buy	8,414 +3,008	+56%	+$410K	0.72%	18
2017 Q2	$733K	Buy	5,406 +11	+0.2%	+$1.47K	0.5%	21
2017 Q1	$719K	Buy	5,395 +4,367	+425%	+$578K	0.46%	22
2016 Q4	$133K	Buy	1,028 +933	+982%	+$116K	0.09%	49
2016 Q3	$12K	Buy	+95	New	+$11.5K	0.01%	106

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

D. Scott Neal's VB Position: Q4 2017 in Review

D. Scott Neal sold out of Vanguard Small-Cap ETF (VB) in Q4 2017, closing a stake of 8,414 shares — an estimated $1.19M sold.

D. Scott Neal first reported a position in VB in Q3 2016 and held it in 5 quarters. The position peaked at $1.19M in Q3 2017. 780 funds tracked by Wall St. Rank hold VB as of Q4 2017.

D. Scott Neal reported no remaining Vanguard Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
D. Scott Neal sold 8,414 Vanguard Small-Cap ETF shares in Q4 2017, an estimated $1.19M.
D. Scott Neal first reported a position in Vanguard Small-Cap ETF in Q3 2016 and held it in 5 quarters.
D. Scott Neal's Vanguard Small-Cap ETF position peaked at $1.19M in Q3 2017.
780 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2017.

Based on D. Scott Neal's 13F filing for Q4 2017, filed 16 Feb 2018.