Simply Money Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Simply Money Advisors’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 Q1	$20M	Sell	136,433 -9,954	-7%	-$1.49M	2.82%	13
2017 Q4	$21.6M	Buy	146,387 +340	+0.2%	+$49.2K	2.79%	13
2017 Q3	$20.6M	Buy	146,047 +4,550	+3%	+$620K	2.73%	13
2017 Q2	$19.2M	Buy	141,497 +4,737	+3%	+$635K	2.62%	14
2017 Q1	$18.2M	Buy	136,760 +4,746	+4%	+$628K	2.55%	14
2016 Q4	$17M	Buy	132,014 +27,516	+26%	+$3.42M	2.45%	14
2016 Q3	$12.8M	Buy	+104,498	New	+$12.6M	1.97%	15
2013 Q3	–	Sell	-623	Closed	-$58K	–	347
2013 Q2	$58K	Buy	+623	New	+$57.6K	0.01%	59

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

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

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

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

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Simply Money Advisors's VB Position: Q1 2018 in Review

Simply Money Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 6.8% in Q1 2018, selling an estimated $1.49M and leaving 136,433 shares worth $20M. The position accounts for 2.82% of the portfolio, ranked #13.

Simply Money Advisors first reported a position in VB in Q2 2013 and has held it in 8 quarters since. The position peaked at $21.6M in Q4 2017. 808 funds tracked by Wall St. Rank hold VB as of Q1 2018.

Simply Money Advisors held 136,433 shares of Vanguard Small-Cap ETF worth $20M as of Q1 2018.
Simply Money Advisors sold 9,954 Vanguard Small-Cap ETF shares in Q1 2018, an estimated $1.49M.
Vanguard Small-Cap ETF made up 2.82% of Simply Money Advisors's portfolio in Q1 2018, its #13 holding.
Simply Money Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 8 quarters since.
Simply Money Advisors's Vanguard Small-Cap ETF position peaked at $21.6M in Q4 2017.
808 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.