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D. Scott Neal’s Vanguard Morningstar 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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

D. Scott Neal sold out of Vanguard Morningstar 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. 781 funds tracked by Wall St. Rank hold VB as of Q4 2017.

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

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