Stanford Investment Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-89	Closed	-$11K	–	273
2016 Q4	$11K	Hold	89	–	–	0.01%	299
2016 Q3	$11K	Hold	89	–	–	0.01%	312
2016 Q2	$10K	Hold	89	–	–	0.01%	300
2016 Q1	$10K	Hold	89	–	–	0.01%	295
2015 Q4	$10K	Hold	89	–	–	0.01%	269
2015 Q3	$10K	Hold	89	–	–	0.01%	276
2015 Q2	$11K	Hold	89	–	–	0.01%	280
2015 Q1	$11K	Hold	89	–	–	0.01%	279
2014 Q4	$10K	Buy	+89	New	+$10.1K	0.01%	287

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stanford Investment Group's VB Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2017, closing a stake of 89 shares — an estimated $11K sold.

Stanford Investment Group first reported a position in VB in Q4 2014 and held it in 9 quarters. The position peaked at $11K in Q4 2016. 669 funds tracked by Wall St. Rank hold VB as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 89 Vanguard Morningstar Small-Cap ETF shares in Q1 2017, an estimated $11K.
Stanford Investment Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Morningstar Small-Cap ETF position peaked at $11K in Q4 2016.
669 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.