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PagnatoKarp Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

PagnatoKarp Partners’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
2017
Q4 		– Sell
-2,383
Closed -$337K – 142
2017
Q3 		$337K Sell
2,383
-1,009
-30% -$137K 0.09% 107
2017
Q2 		$460K Buy
3,392
+799
+31% +$107K 0.14% 89
2017
Q1 		$346K Sell
2,593
-39
-1% -$5.16K 0.1% 96
2016
Q4 		$339K Buy
+2,632
New +$327K 0.1% 94

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PagnatoKarp Partners's VB Position: Q4 2017 in Review

PagnatoKarp Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2017, closing a stake of 2,383 shares — an estimated $337K sold.

PagnatoKarp Partners first reported a position in VB in Q4 2016 and held it in 4 quarters. The position peaked at $460K in Q2 2017. 781 funds tracked by Wall St. Rank hold VB as of Q4 2017.

  • PagnatoKarp Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • PagnatoKarp Partners sold 2,383 Vanguard Morningstar Small-Cap ETF shares in Q4 2017, an estimated $337K.
  • PagnatoKarp Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and held it in 4 quarters.
  • PagnatoKarp Partners's Vanguard Morningstar Small-Cap ETF position peaked at $460K in Q2 2017.
  • 781 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2017.

Based on PagnatoKarp Partners's 13F filing for Q4 2017, filed 14 Feb 2018.