DWA
VB icon

Dougherty Wealth Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Dougherty Wealth Advisers’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
Q1 		– Sell
-1
Closed – – 221
2018
Q4 		$0 Buy
+1
New +$146 ﹤0.01% 225

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dougherty Wealth Advisers's VB Position: Q1 2019 in Review

Dougherty Wealth Advisers sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2019, closing a stake of 1 share.

Dougherty Wealth Advisers first reported a position in VB in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 957 funds tracked by Wall St. Rank hold VB as of Q1 2019.

  • Dougherty Wealth Advisers reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 1 Vanguard Morningstar Small-Cap ETF share in Q1 2019.
  • Dougherty Wealth Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Dougherty Wealth Advisers's Vanguard Morningstar Small-Cap ETF position peaked at $0 in Q4 2018.
  • 957 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2019, filed 9 May 2019.