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Summit Financial Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-580
Closed -$70K – 255
2015
Q2 		$70K Hold
580
– – 0.04% 121
2015
Q1 		$70K Sell
580
-150
-21% -$17.8K 0.05% 105
2014
Q4 		$85K Buy
+730
New +$83.1K 0.06% 98

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial Wealth Advisors's VB Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q3 2015, closing a stake of 580 shares — an estimated $70K sold.

Summit Financial Wealth Advisors first reported a position in VB in Q4 2014 and held it in 3 quarters. The position peaked at $85K in Q4 2014. 438 funds tracked by Wall St. Rank hold VB as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 580 Vanguard Small-Cap ETF shares in Q3 2015, an estimated $70K.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Vanguard Small-Cap ETF position peaked at $85K in Q4 2014.
  • 438 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.