Polianta Ltd’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Polianta Ltd’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
2019 Q4	–	Sell	-87,100	Closed	-$11.2M	–	96
2019 Q3	$11.2M	Buy	+87,100	New	+$11.1M	7.13%	7

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Polianta Ltd's VBR Position: Q4 2019 in Review

Polianta Ltd sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2019, closing a stake of 87,100 shares — an estimated $11.2M sold.

Polianta Ltd first reported a position in VBR in Q3 2019 and held it in 1 quarter. The position peaked at $11.2M in Q3 2019. 778 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

Polianta Ltd reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Polianta Ltd sold 87,100 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2019, an estimated $11.2M.
Polianta Ltd first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2019 and held it in 1 quarter.
Polianta Ltd's Vanguard Morningstar Small-Cap Value ETF position peaked at $11.2M in Q3 2019.
778 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2019.

Based on Polianta Ltd's 13F filing for Q4 2019, filed 13 Jan 2020.