Pinnacle Family Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Pinnacle Family Advisors’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
2018 Q4	–	Sell	-118,770	Closed	-$16.6M	–	74
2018 Q3	$16.6M	Buy	+118,770	New	+$16.7M	8.74%	5
2018 Q2	–	Sell	-107,930	Closed	-$14M	–	75
2018 Q1	$14M	Buy	107,930 +20,820	+24%	+$2.76M	7.97%	3
2017 Q4	$11.6M	Buy	+87,110	New	+$11.3M	5.33%	4
2017 Q2	–	Sell	-136,670	Closed	-$16.8M	–	83
2017 Q1	$16.8M	Buy	136,670 +39,680	+41%	+$4.87M	10.39%	1
2016 Q4	$11.7M	Buy	+96,990	New	+$11.1M	7.18%	4

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Family Advisors's VBR Position: Q4 2018 in Review

Pinnacle Family Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2018, closing a stake of 118,770 shares — an estimated $16.6M sold.

Pinnacle Family Advisors first reported a position in VBR in Q4 2016 and held it in 5 quarters. The position peaked at $16.8M in Q1 2017. 661 funds tracked by Wall St. Rank hold VBR as of Q4 2018.

Pinnacle Family Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Pinnacle Family Advisors sold 118,770 Vanguard Small-Cap Value ETF shares in Q4 2018, an estimated $16.6M.
Pinnacle Family Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2016 and held it in 5 quarters.
Pinnacle Family Advisors's Vanguard Small-Cap Value ETF position peaked at $16.8M in Q1 2017.
661 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2018.

Based on Pinnacle Family Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.