Hefty Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$1.41M	Sell	9,614 -1,036	-10%	-$155K	0.91%	32
2017 Q4	$1.57M	Buy	10,650 +418	+4%	+$60.5K	0.97%	32
2017 Q3	$1.45M	Buy	10,232 +179	+2%	+$24.4K	0.96%	34
2017 Q2	$1.36M	Buy	10,053 +655	+7%	+$87.8K	0.93%	35
2017 Q1	$1.25M	Buy	9,398 +4,721	+101%	+$625K	0.91%	42
2016 Q4	$603K	Sell	4,677 -8	-0.2%	-$993	0.51%	57
2016 Q3	$572K	Buy	4,685 +141	+3%	+$17.1K	0.43%	70
2016 Q2	$525K	Buy	4,544 +358	+9%	+$40.7K	0.43%	68
2016 Q1	$466K	Sell	4,186 -2,874	-41%	-$298K	0.44%	68
2015 Q4	$781K	Buy	+7,060	New	+$800K	0.74%	44

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

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MRC

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

Hefty Wealth Partners's VB Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Vanguard Small-Cap ETF (VB) stake by 9.7% in Q1 2018, selling an estimated $155K and leaving 9,614 shares worth $1.41M. The position accounts for 0.91% of the portfolio, ranked #32.

Hefty Wealth Partners first reported a position in VB in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2017. 808 funds tracked by Wall St. Rank hold VB as of Q1 2018.

Hefty Wealth Partners held 9,614 shares of Vanguard Small-Cap ETF worth $1.41M as of Q1 2018.
Hefty Wealth Partners sold 1,036 Vanguard Small-Cap ETF shares in Q1 2018, an estimated $155K.
Vanguard Small-Cap ETF made up 0.91% of Hefty Wealth Partners's portfolio in Q1 2018, its #32 holding.
Hefty Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard Small-Cap ETF position peaked at $1.57M in Q4 2017.
808 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.