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Rockefeller Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Rockefeller Financial Services’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 		$208K Hold
1,410
– – ﹤0.01% 338
2017
Q3 		$199K Hold
1,410
– – ﹤0.01% 335
2017
Q2 		$191K Hold
1,410
– – ﹤0.01% 297
2017
Q1 		$188K Buy
+1,410
New +$187K ﹤0.01% 314

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Rockefeller Financial Services's VB Position: Q4 2017 in Review

Rockefeller Financial Services held its Vanguard Small-Cap ETF (VB) position steady in Q4 2017 at 1,410 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Rockefeller Financial Services first reported a position in VB in Q1 2017 and has held it in 4 quarters since. 780 funds tracked by Wall St. Rank hold VB as of Q4 2017.

  • Rockefeller Financial Services held 1,410 shares of Vanguard Small-Cap ETF worth $208K as of Q4 2017.
  • Rockefeller Financial Services left its Vanguard Small-Cap ETF share count unchanged in Q4 2017.
  • Vanguard Small-Cap ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #338 holding.
  • Rockefeller Financial Services first reported a position in Vanguard Small-Cap ETF in Q1 2017 and has held it in 4 quarters since.
  • 780 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.