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WFG Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

WFG 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
2017
Q2 		$1.58M Buy
11,658
+4,631
+66% +$621K 0.36% 71
2017
Q1 		$937K Sell
7,027
-2,959
-30% -$392K 0.25% 97
2016
Q4 		$1.29M Buy
9,986
+1,940
+24% +$241K 0.32% 82
2016
Q3 		$983K Buy
8,046
+239
+3% +$28.9K 0.24% 99
2016
Q2 		$903K Buy
7,807
+400
+5% +$45.4K 0.24% 105
2016
Q1 		$826K Buy
7,407
+1,581
+27% +$164K 0.24% 103
2015
Q4 		$645K Buy
5,826
+1,116
+24% +$126K 0.19% 131
2015
Q3 		$508K Buy
4,710
+812
+21% +$94.9K 0.16% 156
2015
Q2 		$473K Buy
3,898
+822
+27% +$101K 0.13% 174
2015
Q1 		$377K Sell
3,076
-1,414
-31% -$168K 0.11% 218
2014
Q4 		$524K Sell
4,490
-776
-15% -$88.3K 0.11% 211
2014
Q3 		$583K Buy
5,266
+555
+12% +$63.6K 0.11% 221
2014
Q2 		$552K Buy
4,711
+645
+16% +$72.2K 0.1% 232
2014
Q1 		$459K Sell
4,066
-2,594
-39% -$287K 0.09% 258
2013
Q4 		$732K Buy
6,660
+4,611
+225% +$491K 0.1% 228
2013
Q3 		$210K Buy
2,049
+223
+12% +$22.2K 0.03% 467
2013
Q2 		$171K Buy
+1,826
New +$169K 0.03% 503

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 $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

WFG Advisors's VB Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Small-Cap ETF (VB) stake by 66% in Q2 2017, buying an estimated $621K and bringing the position to 11,658 shares worth $1.58M. The position accounts for 0.36% of the portfolio, ranked #71.

WFG Advisors first reported a position in VB in Q2 2013 and has held it in 17 quarters since. 680 funds tracked by Wall St. Rank hold VB as of Q2 2017.

  • WFG Advisors held 11,658 shares of Vanguard Small-Cap ETF worth $1.58M as of Q2 2017.
  • WFG Advisors bought 4,631 Vanguard Small-Cap ETF shares in Q2 2017, an estimated $621K.
  • Vanguard Small-Cap ETF made up 0.36% of WFG Advisors's portfolio in Q2 2017, its #71 holding.
  • WFG Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 17 quarters since.
  • 680 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.