MacGuire Cheswick & Tuttle Investment Counsel’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018 Q4	–	Hold	0	–	–	–	39
2018 Q3	–	Hold	0	–	–	–	40
2018 Q2	–	Hold	0	–	–	–	41
2018 Q1	–	Hold	0	–	–	–	42
2017 Q4	–	Hold	0	–	–	–	46
2017 Q3	–	Hold	0	–	–	–	44
2017 Q2	–	Hold	0	–	–	–	45
2017 Q1	–	Hold	0	–	–	–	47
2016 Q4	–	Hold	0	–	–	–	50
2016 Q3	–	Hold	0	–	–	–	51
2016 Q2	–	Hold	0	–	–	–	48
2016 Q1	–	Hold	0	–	–	–	49
2015 Q4	–	Hold	0	–	–	–	50
2015 Q3	–	Hold	0	–	–	–	49
2015 Q2	–	Hold	0	–	–	–	50
2015 Q1	–	Hold	0	–	–	–	54
2014 Q4	–	Hold	0	–	–	–	54
2014 Q3	–	Hold	0	–	–	–	53
2014 Q2	–	Hold	0	–	–	–	52
2014 Q1	–	Hold	0	–	–	–	53
2013 Q4	–	Hold	0	–	–	–	55
2013 Q3	–	Sell	-10,650	Closed	-$1.06M	–	57
2013 Q2	$998K	Buy	+10,650	New	+$985K	0.29%	59

Other funds holding VB

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's VB Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q4 2018 at 0 shares worth $3.17M. The position accounts for 0.66% of the portfolio, ranked #39.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in VB in Q2 2013 and has held it in 1 quarter since. The position peaked at $998K in Q2 2013. 925 funds tracked by Wall St. Rank hold VB as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of Vanguard Morningstar Small-Cap ETF worth $3.17M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q4 2018.
Vanguard Morningstar Small-Cap ETF made up 0.66% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #39 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's Vanguard Morningstar Small-Cap ETF position peaked at $998K in Q2 2013.
925 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.