FAM
VB icon

Formidable Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Formidable Asset Management’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
2017
Q4 		– Sell
-3,031
Closed -$428K – 207
2017
Q3 		$428K Buy
+3,031
New +$413K 0.18% 119
2016
Q2 		– Sell
-435
Closed -$49K – 410
2016
Q1 		$49K Buy
435
+45
+12% +$4.66K 0.03% 205
2015
Q4 		$41K Buy
+390
New +$44.2K 0.03% 245

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Formidable Asset Management's VB Position: Q4 2017 in Review

Formidable Asset Management sold out of Vanguard Small-Cap ETF (VB) in Q4 2017, closing a stake of 3,031 shares — an estimated $428K sold.

Formidable Asset Management first reported a position in VB in Q4 2015 and held it in 3 quarters. The position peaked at $428K in Q3 2017. 780 funds tracked by Wall St. Rank hold VB as of Q4 2017.

  • Formidable Asset Management reported no remaining Vanguard Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Formidable Asset Management sold 3,031 Vanguard Small-Cap ETF shares in Q4 2017, an estimated $428K.
  • Formidable Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2015 and held it in 3 quarters.
  • Formidable Asset Management's Vanguard Small-Cap ETF position peaked at $428K in Q3 2017.
  • 780 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2017.

Based on Formidable Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.