WealthShield’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

WealthShield’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 Q4	$2.33M	Buy	+17,383	New	+$2.26M	1.42%	21

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthShield's VBR Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2017: 17,383 shares worth $2.33M. The stake represents 1.42% of the portfolio and ranks #21 among its holdings.

580 funds tracked by Wall St. Rank hold VBR as of Q4 2017.

WealthShield held 17,383 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.33M as of Q4 2017.
Vanguard Morningstar Small-Cap Value ETF was a new WealthShield position in Q4 2017.
Vanguard Morningstar Small-Cap Value ETF made up 1.42% of WealthShield's portfolio in Q4 2017, its #21 holding.
580 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.