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Oak Point Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$646K Sell
4,481
-214
-5% -$31.9K 0.66% 46
2017
Q4 		$694K Buy
+4,695
New +$679K 0.68% 45

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Oak Point Wealth Management's VB Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q1 2018, selling an estimated $31.9K and leaving 4,481 shares worth $646K. The position accounts for 0.66% of the portfolio, ranked #46.

Oak Point Wealth Management first reported a position in VB in Q4 2017 and has held it in 2 quarters since. The position peaked at $694K in Q4 2017. 809 funds tracked by Wall St. Rank hold VB as of Q1 2018.

  • Oak Point Wealth Management held 4,481 shares of Vanguard Morningstar Small-Cap ETF worth $646K as of Q1 2018.
  • Oak Point Wealth Management sold 214 Vanguard Morningstar Small-Cap ETF shares in Q1 2018, an estimated $31.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.66% of Oak Point Wealth Management's portfolio in Q1 2018, its #46 holding.
  • Oak Point Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $694K in Q4 2017.
  • 809 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.