Legal & General Group
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Legal & General Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Legal & General Group’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
2017
Q3 		– Sell
-207
Closed -$25K – 3324
2017
Q2 		$25K Hold
207
– – ﹤0.01% 3101
2017
Q1 		$25K Hold
207
– – ﹤0.01% 3024
2016
Q4 		$23K Hold
207
– – ﹤0.01% 3093
2016
Q3 		$23K Hold
207
– – ﹤0.01% 2793
2016
Q2 		$22K Hold
207
– – ﹤0.01% 2829
2016
Q1 		$21K Hold
207
– – ﹤0.01% 2666
2015
Q4 		$20K Buy
+207
New +$21.1K ﹤0.01% 2698
2015
Q3 		– Sell
-207
Closed -$21K – 2802
2015
Q2 		$21K Hold
207
– – ﹤0.01% 2721
2015
Q1 		$23K Hold
207
– – ﹤0.01% 2700
2014
Q4 		$22K Hold
207
– – ﹤0.01% 2625
2014
Q3 		$21K Buy
+207
New +$21.4K ﹤0.01% 2604

Other funds holding VBR

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Betterment LLC
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Morgan Stanley
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PNC Financial Services Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return