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

Gyroscope Capital Management Group’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
-3,790
Closed -$466K – 133
2017
Q1 		$466K Buy
+3,790
New +$466K 0.28% 51

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Morgan Stanley
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PNC Financial Services Group
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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

Gyroscope Capital Management Group's VBR Position: Q2 2017 in Review

Gyroscope Capital Management Group sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2017, closing a stake of 3,790 shares — an estimated $466K sold.

Gyroscope Capital Management Group first reported a position in VBR in Q1 2017 and held it in 1 quarter. The position peaked at $466K in Q1 2017. 481 funds tracked by Wall St. Rank hold VBR as of Q2 2017.

  • Gyroscope Capital Management Group reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 3,790 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2017, an estimated $466K.
  • Gyroscope Capital Management Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2017 and held it in 1 quarter.
  • Gyroscope Capital Management Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $466K in Q1 2017.
  • 481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2017.

Based on Gyroscope Capital Management Group's 13F filing for Q2 2017, filed 15 Aug 2017.