NEXT Financial Holdings’s Vanguard Small-Cap Value ETF VBR Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$19K	Buy	+143	New	+$18.2K	﹤0.01%	979

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2019: 143 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings.

679 funds tracked by Wall St. Rank hold VBR as of Q1 2019.

NEXT Financial Holdings held 143 shares of Vanguard Small-Cap Value ETF worth $19K as of Q1 2019.
Vanguard Small-Cap Value ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Small-Cap Value ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #979 holding.
679 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2019.

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