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

Stifel Nicolaus & Co’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
2013
Q3 		$467K Buy
5,179
+230
+5% +$20.3K 0.01% 930
2013
Q2 		$414K Buy
+4,949
New +$411K 0.01% 933

Other funds holding VBR

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
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.6% in Q3 2013, buying an estimated $20.3K and bringing the position to 5,179 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #930.

Stifel Nicolaus & Co first reported a position in VBR in Q2 2013 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold VBR as of Q3 2013.

  • Stifel Nicolaus & Co held 5,179 shares of Vanguard Morningstar Small-Cap Value ETF worth $467K as of Q3 2013.
  • Stifel Nicolaus & Co bought 230 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2013, an estimated $20.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #930 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2013.

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