MPI Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

MPI Investment Management’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 Q4	$215K	Buy	+1,621	New	+$211K	0.26%	67

Other funds holding VBR

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MPI Investment Management's VBR Position: Q4 2017 in Review

MPI Investment Management opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q4 2017: 1,621 shares worth $215K. The stake represents 0.26% of the portfolio and ranks #67 among its holdings.

579 funds tracked by Wall St. Rank hold VBR as of Q4 2017.

MPI Investment Management held 1,621 shares of Vanguard Small-Cap Value ETF worth $215K as of Q4 2017.
Vanguard Small-Cap Value ETF was a new MPI Investment Management position in Q4 2017.
Vanguard Small-Cap Value ETF made up 0.26% of MPI Investment Management's portfolio in Q4 2017, its #67 holding.
579 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2017.

Based on MPI Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.