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Sumitomo Mitsui Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Sumitomo Mitsui Financial 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
2018
Q3 		– Sell
-6,000
Closed -$934K – 126
2018
Q2 		$934K Buy
+6,000
New +$918K 0.1% 53
2017
Q3 		– Sell
-1,110
Closed -$150K – 126
2017
Q2 		$150K Buy
+1,110
New +$149K 0.03% 67

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sumitomo Mitsui Financial Group's VB Position: Q3 2018 in Review

Sumitomo Mitsui Financial Group sold out of Vanguard Small-Cap ETF (VB) in Q3 2018, closing a stake of 6,000 shares — an estimated $934K sold.

Sumitomo Mitsui Financial Group first reported a position in VB in Q2 2017 and held it in 2 quarters. The position peaked at $934K in Q2 2018. 855 funds tracked by Wall St. Rank hold VB as of Q3 2018.

  • Sumitomo Mitsui Financial Group reported no remaining Vanguard Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 6,000 Vanguard Small-Cap ETF shares in Q3 2018, an estimated $934K.
  • Sumitomo Mitsui Financial Group first reported a position in Vanguard Small-Cap ETF in Q2 2017 and held it in 2 quarters.
  • Sumitomo Mitsui Financial Group's Vanguard Small-Cap ETF position peaked at $934K in Q2 2018.
  • 855 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2018.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2018, filed 9 Nov 2018.