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Peachtree Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Peachtree Investment Advisors’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
Q4 		$5.73M Sell
43,433
-10,855
-20% -$1.58M 4.42% 5
2018
Q3 		$8.83M Buy
54,288
+499
+0.9% +$80.7K 6.02% 3
2018
Q2 		$8.37M Buy
53,789
+9,392
+21% +$1.44M 6.06% 4
2018
Q1 		$6.52M Buy
+44,397
New +$6.63M 4.9% 5

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peachtree Investment Advisors's VB Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 20% in Q4 2018, selling an estimated $1.58M and leaving 43,433 shares worth $5.73M. The position accounts for 4.42% of the portfolio, ranked #5.

Peachtree Investment Advisors first reported a position in VB in Q1 2018 and has held it in 4 quarters since. The position peaked at $8.83M in Q3 2018. 924 funds tracked by Wall St. Rank hold VB as of Q4 2018.

  • Peachtree Investment Advisors held 43,433 shares of Vanguard Small-Cap ETF worth $5.73M as of Q4 2018.
  • Peachtree Investment Advisors sold 10,855 Vanguard Small-Cap ETF shares in Q4 2018, an estimated $1.58M.
  • Vanguard Small-Cap ETF made up 4.42% of Peachtree Investment Advisors's portfolio in Q4 2018, its #5 holding.
  • Peachtree Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2018 and has held it in 4 quarters since.
  • Peachtree Investment Advisors's Vanguard Small-Cap ETF position peaked at $8.83M in Q3 2018.
  • 924 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.