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Ipswich Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ipswich Investment 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
2016
Q2 		– Sell
-30
Closed -$3K – 314
2016
Q1 		$3K Buy
+30
New +$3.11K ﹤0.01% 366

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ipswich Investment Management's VB Position: Q2 2016 in Review

Ipswich Investment Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2016, closing a stake of 30 shares — an estimated $3K sold.

Ipswich Investment Management first reported a position in VB in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 511 funds tracked by Wall St. Rank hold VB as of Q2 2016.

  • Ipswich Investment Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2016 after selling out during the quarter.
  • Ipswich Investment Management sold 30 Vanguard Morningstar Small-Cap ETF shares in Q2 2016, an estimated $3K.
  • Ipswich Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and held it in 1 quarter.
  • Ipswich Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $3K in Q1 2016.
  • 511 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2016.

Based on Ipswich Investment Management's 13F filing for Q2 2016, filed 2 Aug 2016.