PP
VBR icon

Palladium Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Palladium Partners’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
2013
Q4 		– Sell
-20
Closed -$2K – 467
2013
Q3 		$2K Buy
+20
New +$1.77K ﹤0.01% 543

Other funds holding VBR

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
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Palladium Partners's VBR Position: Q4 2013 in Review

Palladium Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2013, closing a stake of 20 shares — an estimated $2K sold.

Palladium Partners first reported a position in VBR in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 236 funds tracked by Wall St. Rank hold VBR as of Q4 2013.

  • Palladium Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2013 after selling out during the quarter.
  • Palladium Partners sold 20 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2013, an estimated $2K.
  • Palladium Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2013 and held it in 1 quarter.
  • Palladium Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $2K in Q3 2013.
  • 236 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2013.

Based on Palladium Partners's 13F filing for Q4 2013, filed 21 Jan 2014.