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Exchange Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Exchange Capital Management’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
Q2 		– Sell
-1
Closed – – 249
2017
Q1 		$0 Hold
1
– – ﹤0.01% 232
2016
Q4 		$0 Hold
1
– – ﹤0.01% 223
2016
Q3 		$0 Buy
+1
New +$110 ﹤0.01% 265

Other funds holding VBR

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Exchange Capital Management's VBR Position: Q2 2017 in Review

Exchange Capital Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2017, closing a stake of 1 share.

Exchange Capital Management first reported a position in VBR in Q3 2016 and held it in 3 quarters. The position peaked at $0 in Q1 2017. 481 funds tracked by Wall St. Rank hold VBR as of Q2 2017.

  • Exchange Capital Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Exchange Capital Management sold 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2017.
  • Exchange Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2016 and held it in 3 quarters.
  • Exchange Capital Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $0 in Q1 2017.
  • 481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2017.

Based on Exchange Capital Management's 13F filing for Q2 2017, filed 27 Jul 2017.