Tradition Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Tradition Capital Management’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
2019 Q1	$298K	Buy	+1,954	New	+$291K	0.08%	146
2018 Q1	–	Sell	-1,671	Closed	-$246K	–	176
2017 Q4	$246K	Sell	1,671 -2	-0.1%	-$289	0.07%	164
2017 Q3	$236K	Buy	1,673 +118	+8%	+$16.1K	0.08%	147
2017 Q2	$211K	Buy	+1,555	New	+$208K	0.07%	156

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tradition Capital Management's VB Position: Q1 2019 in Review

Tradition Capital Management opened a new position in Vanguard Small-Cap ETF (VB) in Q1 2019: 1,954 shares worth $298K. The stake represents 0.08% of the portfolio and ranks #146 among its holdings. This is a return to the name: Tradition Capital Management previously reported a position in VB as recently as Q4 2017.

Tradition Capital Management first reported a position in VB in Q2 2017 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold VB as of Q1 2019.

Tradition Capital Management held 1,954 shares of Vanguard Small-Cap ETF worth $298K as of Q1 2019.
Vanguard Small-Cap ETF was a new Tradition Capital Management position in Q1 2019.
Vanguard Small-Cap ETF made up 0.08% of Tradition Capital Management's portfolio in Q1 2019, its #146 holding.
Tradition Capital Management first reported a position in Vanguard Small-Cap ETF in Q2 2017 and has held it in 4 quarters since.
956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.