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Summit Securities Group’s Vanguard Small-Cap ETF VB Stock Holding History

Summit Securities 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
2017
Q4 		– Sell
-6,200
Closed -$876K – 256
2017
Q3 		$876K Buy
+6,200
New +$845K 0.15% 68

Other funds holding VB

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Summit Securities Group's VB Position: Q4 2017 in Review

Summit Securities Group sold out of Vanguard Small-Cap ETF (VB) in Q4 2017, closing a stake of 6,200 shares — an estimated $876K sold.

Summit Securities Group first reported a position in VB in Q3 2017 and held it in 1 quarter. The position peaked at $876K in Q3 2017. 780 funds tracked by Wall St. Rank hold VB as of Q4 2017.

  • Summit Securities Group reported no remaining Vanguard Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Summit Securities Group sold 6,200 Vanguard Small-Cap ETF shares in Q4 2017, an estimated $876K.
  • Summit Securities Group first reported a position in Vanguard Small-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Summit Securities Group's Vanguard Small-Cap ETF position peaked at $876K in Q3 2017.
  • 780 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2017.

Based on Summit Securities Group's 13F filing for Q4 2017, filed 1 Feb 2018.