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

D. Scott Neal’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
2017 Q3	–	Sell	-137	Closed	-$17K	–	202
2017 Q2	$17K	Buy	+137	New	+$16.7K	0.01%	129

Other funds holding VBR

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

D. Scott Neal's VBR Position: Q3 2017 in Review

D. Scott Neal sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2017, closing a stake of 137 shares — an estimated $17K sold.

D. Scott Neal first reported a position in VBR in Q2 2017 and held it in 1 quarter. The position peaked at $17K in Q2 2017. 496 funds tracked by Wall St. Rank hold VBR as of Q3 2017.

D. Scott Neal reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2017 after selling out during the quarter.
D. Scott Neal sold 137 Vanguard Small-Cap Value ETF shares in Q3 2017, an estimated $17K.
D. Scott Neal first reported a position in Vanguard Small-Cap Value ETF in Q2 2017 and held it in 1 quarter.
D. Scott Neal's Vanguard Small-Cap Value ETF position peaked at $17K in Q2 2017.
496 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2017.

Based on D. Scott Neal's 13F filing for Q3 2017, filed 18 Oct 2017.