KHP Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

KHP Capital’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
2018 Q3	–	Sell	-9	Closed	-$1K	–	177
2018 Q2	$1K	Buy	+9	New	+$1.21K	﹤0.01%	175

Other funds holding VBR

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

Betterment LLC New York $52.8B AUM 15.34% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KHP Capital's VBR Position: Q3 2018 in Review

KHP Capital sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2018, closing a stake of 9 shares — an estimated $1K sold.

KHP Capital first reported a position in VBR in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 620 funds tracked by Wall St. Rank hold VBR as of Q3 2018.

KHP Capital reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
KHP Capital sold 9 Vanguard Small-Cap Value ETF shares in Q3 2018, an estimated $1K.
KHP Capital first reported a position in Vanguard Small-Cap Value ETF in Q2 2018 and held it in 1 quarter.
KHP Capital's Vanguard Small-Cap Value ETF position peaked at $1K in Q2 2018.
620 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.