Neuburgh Advisers’s Vanguard Small-Cap ETF VB Stock Holding History

Neuburgh Advisers’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
2019 Q3	$4.95M	Buy	32,160 +3,344	+12%	+$519K	0.15%	121
2019 Q2	$4.51M	Buy	28,816 +480	+2%	+$74.2K	0.15%	133
2019 Q1	$4.33M	Buy	28,336 +1,872	+7%	+$278K	0.15%	133
2018 Q4	$3.49M	Hold	26,464	–	–	0.14%	142
2018 Q3	$4.3M	Buy	26,464 +368	+1%	+$59.5K	0.14%	143
2018 Q2	$4.06M	Buy	26,096 +1,008	+4%	+$154K	0.14%	143
2018 Q1	$3.69M	Hold	25,088	–	–	0.13%	150
2017 Q4	$3.71M	Sell	25,088 -1,408	-5%	-$204K	0.13%	141
2017 Q3	$3.74M	Buy	26,496 +272	+1%	+$37.1K	0.14%	136
2017 Q2	$3.55M	Hold	26,224	–	–	0.13%	140
2017 Q1	$3.5M	Buy	26,224 +1,040	+4%	+$138K	0.14%	143
2016 Q4	$3.25M	Buy	+25,184	New	+$3.13M	0.15%	125

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Neuburgh Advisers's VB Position: Q3 2019 in Review

Neuburgh Advisers increased its Vanguard Small-Cap ETF (VB) stake by 12% in Q3 2019, buying an estimated $519K and bringing the position to 32,160 shares worth $4.95M. The position accounts for 0.15% of the portfolio, ranked #121.

Neuburgh Advisers first reported a position in VB in Q4 2016 and has held it in 12 quarters since. 967 funds tracked by Wall St. Rank hold VB as of Q3 2019.

Neuburgh Advisers held 32,160 shares of Vanguard Small-Cap ETF worth $4.95M as of Q3 2019.
Neuburgh Advisers bought 3,344 Vanguard Small-Cap ETF shares in Q3 2019, an estimated $519K.
Vanguard Small-Cap ETF made up 0.15% of Neuburgh Advisers's portfolio in Q3 2019, its #121 holding.
Neuburgh Advisers first reported a position in Vanguard Small-Cap ETF in Q4 2016 and has held it in 12 quarters since.
967 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.