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Landaas & Company’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Landaas & Company’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
-355
Closed -$48K – 295
2018
Q2 		$48K Buy
+355
New +$47.6K 0.04% 158
2018
Q1 		– Sell
-355
Closed -$47K – 289
2017
Q4 		$47K Sell
355
-60
-14% -$7.81K 0.04% 154
2017
Q3 		$53K Buy
+415
New +$51.2K 0.05% 141

Other funds holding VBR

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Landaas & Company's VBR Position: Q3 2018 in Review

Landaas & Company sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2018, closing a stake of 355 shares — an estimated $48K sold.

Landaas & Company first reported a position in VBR in Q3 2017 and held it in 3 quarters. The position peaked at $53K in Q3 2017. 620 funds tracked by Wall St. Rank hold VBR as of Q3 2018.

  • Landaas & Company reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 355 Vanguard Small-Cap Value ETF shares in Q3 2018, an estimated $48K.
  • Landaas & Company first reported a position in Vanguard Small-Cap Value ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Vanguard Small-Cap Value ETF position peaked at $53K in Q3 2017.
  • 620 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.