EK
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Evensky & Katz’s Vanguard Small-Cap ETF VB Stock Holding History

Evensky & Katz’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
Q4 		– Sell
-8,325
Closed -$1.28M – 109
2019
Q3 		$1.28M Buy
8,325
+2
+0% +$310 0.17% 46
2019
Q2 		$1.3M Sell
8,323
-52
-0.6% -$8.04K 0.18% 45
2019
Q1 		$1.28M Buy
+8,375
New +$1.25M 0.18% 44

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evensky & Katz's VB Position: Q4 2019 in Review

Evensky & Katz sold out of Vanguard Small-Cap ETF (VB) in Q4 2019, closing a stake of 8,325 shares — an estimated $1.28M sold.

Evensky & Katz first reported a position in VB in Q1 2019 and held it in 3 quarters. The position peaked at $1.3M in Q2 2019. 1,099 funds tracked by Wall St. Rank hold VB as of Q4 2019.

  • Evensky & Katz reported no remaining Vanguard Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Evensky & Katz sold 8,325 Vanguard Small-Cap ETF shares in Q4 2019, an estimated $1.28M.
  • Evensky & Katz first reported a position in Vanguard Small-Cap ETF in Q1 2019 and held it in 3 quarters.
  • Evensky & Katz's Vanguard Small-Cap ETF position peaked at $1.3M in Q2 2019.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2019.

Based on Evensky & Katz's 13F filing for Q4 2019, filed 13 Feb 2020.