Madden Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Madden Advisory Services’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
2014 Q4	–	Sell	-4	Closed	–	–	373
2014 Q3	$0	Hold	4	–	–	﹤0.01%	402
2014 Q2	$0	Sell	4 -12	-75%	-$1.21K	﹤0.01%	398
2014 Q1	$2K	Buy	+16	New	+$1.56K	﹤0.01%	355

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Madden Advisory Services's VBR Position: Q4 2014 in Review

Madden Advisory Services sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2014, closing a stake of 4 shares.

Madden Advisory Services first reported a position in VBR in Q1 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2014. 287 funds tracked by Wall St. Rank hold VBR as of Q4 2014.

Madden Advisory Services reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2014 after selling out during the quarter.
Madden Advisory Services sold 4 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2014.
Madden Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2014 and held it in 3 quarters.
Madden Advisory Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $2K in Q1 2014.
287 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.