GFS Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

GFS Private Wealth’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	$1.14M	Buy	+7,736	New	+$1.12M	0.39%	29

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

GFS Private Wealth's VB Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2017: 7,736 shares worth $1.14M. The stake represents 0.39% of the portfolio and ranks #29 among its holdings.

781 funds tracked by Wall St. Rank hold VB as of Q4 2017.

GFS Private Wealth held 7,736 shares of Vanguard Morningstar Small-Cap ETF worth $1.14M as of Q4 2017.
Vanguard Morningstar Small-Cap ETF was a new GFS Private Wealth position in Q4 2017.
Vanguard Morningstar Small-Cap ETF made up 0.39% of GFS Private Wealth's portfolio in Q4 2017, its #29 holding.
781 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.