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Miles Capital’s Vanguard Small-Cap ETF VB Stock Holding History

Miles Capital’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
2015
Q1 		– Sell
-10,491
Closed -$1.22M – 170
2014
Q4 		$1.22M Hold
10,491
– – 0.66% 46
2014
Q3 		$1.16M Hold
10,491
– – 0.62% 46
2014
Q2 		$1.23M Sell
10,491
-2,001
-16% -$224K 0.62% 48
2014
Q1 		$1.41M Sell
12,492
-7,520
-38% -$833K 0.73% 42
2013
Q4 		$2.2M Hold
20,012
– – 1.08% 22
2013
Q3 		$2.05M Buy
20,012
+298
+2% +$29.7K 1.17% 13
2013
Q2 		$1.85M Buy
+19,714
New +$1.82M 0.85% 25

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return