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Stillwater Capital Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Stillwater Capital Advisors’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
2017
Q2 		– Sell
-5,106
Closed -$627K – 79
2017
Q1 		$627K Buy
5,106
+607
+13% +$74.6K 0.17% 62
2016
Q4 		$544K Buy
4,499
+245
+6% +$28.1K 0.15% 61
2016
Q3 		$471K Buy
+4,254
New +$467K 0.14% 63

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stillwater Capital Advisors's VBR Position: Q2 2017 in Review

Stillwater Capital Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2017, closing a stake of 5,106 shares — an estimated $627K sold.

Stillwater Capital Advisors first reported a position in VBR in Q3 2016 and held it in 3 quarters. The position peaked at $627K in Q1 2017. 479 funds tracked by Wall St. Rank hold VBR as of Q2 2017.

  • Stillwater Capital Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Stillwater Capital Advisors sold 5,106 Vanguard Small-Cap Value ETF shares in Q2 2017, an estimated $627K.
  • Stillwater Capital Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2016 and held it in 3 quarters.
  • Stillwater Capital Advisors's Vanguard Small-Cap Value ETF position peaked at $627K in Q1 2017.
  • 479 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2017.

Based on Stillwater Capital Advisors's 13F filing for Q2 2017, filed 7 Jul 2017.