Signature Financial Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Signature Financial Management’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	$307K	Buy	2,319 +20	+0.9%	+$2.91K	0.07%	95
2018 Q3	$374K	Buy	2,299 +89	+4%	+$14.4K	0.07%	104
2018 Q2	$344K	Buy	2,210 +7	+0.3%	+$1.07K	0.07%	110
2018 Q1	$324K	Buy	2,203 +6	+0.3%	+$896	0.07%	113
2017 Q4	$325K	Buy	+2,197	New	+$318K	0.09%	98

Other funds holding VB

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Signature Financial Management's VB Position: Q4 2018 in Review

Signature Financial Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.87% in Q4 2018, buying an estimated $2.91K and bringing the position to 2,319 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #95.

Signature Financial Management first reported a position in VB in Q4 2017 and has held it in 5 quarters since. The position peaked at $374K in Q3 2018. 925 funds tracked by Wall St. Rank hold VB as of Q4 2018.

Signature Financial Management held 2,319 shares of Vanguard Morningstar Small-Cap ETF worth $307K as of Q4 2018.
Signature Financial Management bought 20 Vanguard Morningstar Small-Cap ETF shares in Q4 2018, an estimated $2.91K.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Signature Financial Management's portfolio in Q4 2018, its #95 holding.
Signature Financial Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 5 quarters since.
Signature Financial Management's Vanguard Morningstar Small-Cap ETF position peaked at $374K in Q3 2018.
925 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.