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Stifel Nicolaus & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$3.69M Buy
35,965
+32,458
+926% +$3.24M 0.06% 303
2013
Q2 		$329K Buy
+3,507
New +$324K 0.01% 1043

Other funds holding VB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stifel Nicolaus & Co's VB Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 926% in Q3 2013, buying an estimated $3.24M and bringing the position to 35,965 shares worth $3.69M. The position accounts for 0.06% of the portfolio, ranked #303.

Stifel Nicolaus & Co first reported a position in VB in Q2 2013 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold VB as of Q3 2013.

  • Stifel Nicolaus & Co held 35,965 shares of Vanguard Morningstar Small-Cap ETF worth $3.69M as of Q3 2013.
  • Stifel Nicolaus & Co bought 32,458 Vanguard Morningstar Small-Cap ETF shares in Q3 2013, an estimated $3.24M.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #303 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.