NEXT Financial Holdings’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

NEXT Financial Holdings’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 Q1	$116K	Buy	+760	New	+$113K	0.03%	497

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NEXT Financial Holdings's VB Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2019: 760 shares worth $116K. The stake represents 0.03% of the portfolio and ranks #497 among its holdings.

957 funds tracked by Wall St. Rank hold VB as of Q1 2019.

NEXT Financial Holdings held 760 shares of Vanguard Morningstar Small-Cap ETF worth $116K as of Q1 2019.
Vanguard Morningstar Small-Cap ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Morningstar Small-Cap ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #497 holding.
957 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.