NEXT Financial Holdings’s Vanguard 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 $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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in Vanguard 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.

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

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

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