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Legacy Wealth Management (Tennessee)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Legacy Wealth Management (Tennessee)’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
2019
Q1 		– Sell
-94,858
Closed -$12.5M – 17
2018
Q4 		$12.5M Buy
+94,858
New +$13.8M 2.75% 8

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s VB Position: Q1 2019 in Review

Legacy Wealth Management (Tennessee) sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2019, closing a stake of 94,858 shares — an estimated $12.5M sold.

Legacy Wealth Management (Tennessee) first reported a position in VB in Q4 2018 and held it in 1 quarter. The position peaked at $12.5M in Q4 2018. 957 funds tracked by Wall St. Rank hold VB as of Q1 2019.

  • Legacy Wealth Management (Tennessee) reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 94,858 Vanguard Morningstar Small-Cap ETF shares in Q1 2019, an estimated $12.5M.
  • Legacy Wealth Management (Tennessee) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Vanguard Morningstar Small-Cap ETF position peaked at $12.5M in Q4 2018.
  • 957 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2019.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2019, filed 22 Apr 2019.