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Wechter Feldman Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wechter Feldman Wealth 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
2017
Q2 		– Sell
-4,079
Closed -$544K – 33
2017
Q1 		$544K Sell
4,079
-77,322
-95% -$10.2M 0.37% 21
2016
Q4 		$10.5M Buy
+81,401
New +$10.1M 6.87% 5

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Wechter Feldman Wealth Management's VB Position: Q2 2017 in Review

Wechter Feldman Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2017, closing a stake of 4,079 shares — an estimated $544K sold.

Wechter Feldman Wealth Management first reported a position in VB in Q4 2016 and held it in 2 quarters. The position peaked at $10.5M in Q4 2016. 681 funds tracked by Wall St. Rank hold VB as of Q2 2017.

  • Wechter Feldman Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 4,079 Vanguard Morningstar Small-Cap ETF shares in Q2 2017, an estimated $544K.
  • Wechter Feldman Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and held it in 2 quarters.
  • Wechter Feldman Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $10.5M in Q4 2016.
  • 681 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2017.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.