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Sciencast Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sciencast Management’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
2017
Q3 		– Sell
-2,310
Closed -$284K – 481
2017
Q2 		$284K Buy
+2,310
New +$282K 0.16% 240

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sciencast Management's VBR Position: Q3 2017 in Review

Sciencast Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2017, closing a stake of 2,310 shares — an estimated $284K sold.

Sciencast Management first reported a position in VBR in Q2 2017 and held it in 1 quarter. The position peaked at $284K in Q2 2017. 498 funds tracked by Wall St. Rank hold VBR as of Q3 2017.

  • Sciencast Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2017 after selling out during the quarter.
  • Sciencast Management sold 2,310 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2017, an estimated $284K.
  • Sciencast Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2017 and held it in 1 quarter.
  • Sciencast Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $284K in Q2 2017.
  • 498 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2017.

Based on Sciencast Management's 13F filing for Q3 2017, filed 14 Nov 2017.