HA
VB icon

Harfst & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Harfst & Associates’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
-1,760
Closed -$248K – 87
2017
Q3 		$248K Hold
1,760
– – 0.1% 75
2017
Q2 		$238K Hold
1,760
– – 0.1% 77
2017
Q1 		$234K Buy
+1,760
New +$233K 0.1% 60

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 $5.28B AUM 21.66% 1-Year Est. Return

Harfst & Associates's VB Position: Q4 2017 in Review

Harfst & Associates sold out of Vanguard Small-Cap ETF (VB) in Q4 2017, closing a stake of 1,760 shares — an estimated $248K sold.

Harfst & Associates first reported a position in VB in Q1 2017 and held it in 3 quarters. The position peaked at $248K in Q3 2017. 780 funds tracked by Wall St. Rank hold VB as of Q4 2017.

  • Harfst & Associates reported no remaining Vanguard Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Harfst & Associates sold 1,760 Vanguard Small-Cap ETF shares in Q4 2017, an estimated $248K.
  • Harfst & Associates first reported a position in Vanguard Small-Cap ETF in Q1 2017 and held it in 3 quarters.
  • Harfst & Associates's Vanguard Small-Cap ETF position peaked at $248K in Q3 2017.
  • 780 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2017.

Based on Harfst & Associates's 13F filing for Q4 2017, filed 9 Feb 2018.