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

Edge 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
2018 Q2	$3.53M	Buy	22,671 +4,324	+24%	+$661K	0.32%	81
2018 Q1	$2.69M	Buy	18,347 +312	+2%	+$46.6K	0.25%	98
2017 Q4	$2.67M	Buy	18,035 +10,237	+131%	+$1.48M	0.26%	97
2017 Q3	$1.1M	Buy	7,798 +1,225	+19%	+$167K	0.12%	143
2017 Q2	$890K	Hold	6,573	–	–	0.1%	166
2017 Q1	$876K	Buy	6,573 +292	+5%	+$38.6K	0.11%	167
2016 Q4	$809K	Buy	+6,281	New	+$780K	0.1%	165

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Edge Advisors's VB Position: Q2 2018 in Review

Edge Advisors increased its Vanguard Small-Cap ETF (VB) stake by 24% in Q2 2018, buying an estimated $661K and bringing the position to 22,671 shares worth $3.53M. The position accounts for 0.32% of the portfolio, ranked #81.

Edge Advisors first reported a position in VB in Q4 2016 and has held it in 7 quarters since. 831 funds tracked by Wall St. Rank hold VB as of Q2 2018.

Edge Advisors held 22,671 shares of Vanguard Small-Cap ETF worth $3.53M as of Q2 2018.
Edge Advisors bought 4,324 Vanguard Small-Cap ETF shares in Q2 2018, an estimated $661K.
Vanguard Small-Cap ETF made up 0.32% of Edge Advisors's portfolio in Q2 2018, its #81 holding.
Edge Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2016 and has held it in 7 quarters since.
831 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.