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Acorns Advisers’s Vanguard Small-Cap ETF VB Stock Holding History

Acorns Advisers’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
2023
Q2 		– Sell
-2
Closed – – 27
2023
Q1 		$0 Sell
2
-15
-88% -$2.91K ﹤0.01% 25
2022
Q4 		$3K Sell
17
-39
-70% -$7.23K ﹤0.01% 23
2022
Q3 		$9K Buy
+56
New +$10.6K ﹤0.01% 23
2022
Q2 		– Sell
-34
Closed -$6.57K – 25
2022
Q1 		$7K Sell
34
-15
-31% -$3.16K ﹤0.01% 24
2021
Q4 		$11K Buy
49
+8
+20% +$1.82K ﹤0.01% 23
2021
Q3 		$9K Buy
41
+35
+583% +$7.78K ﹤0.01% 23
2021
Q2 		$2K Sell
6
-159
-96% -$35.2K ﹤0.01% 24
2021
Q1 		$35K Buy
165
+1
+0.6% +$211 ﹤0.01% 12
2020
Q4 		$32K Sell
164
-14
-8% -$2.47K ﹤0.01% 12
2020
Q3 		$27K Sell
178
-2,390,222
-100% -$367M ﹤0.01% 12
2020
Q2 		$348M Buy
2,390,400
+305,636
+15% +$41M 13.45% 3
2020
Q1 		$241M Buy
2,084,764
+256,158
+14% +$38.5M 12.34% 3
2019
Q4 		$297M Buy
1,828,606
+196,387
+12% +$31.3M 13.34% 3
2019
Q3 		$255M Buy
1,632,219
+162,722
+11% +$25.2M 13.24% 3
2019
Q2 		$233M Buy
1,469,497
+220,448
+18% +$34.1M 13.63% 3
2019
Q1 		$191M Buy
1,249,049
+137,850
+12% +$20.5M 13.42% 3
2018
Q4 		$147M Buy
+1,111,199
New +$162M 13.11% 5
2018
Q2 		$131M Buy
842,976
+54,661
+7% +$8.36M 16.11% 2
2018
Q1 		$116M Buy
+788,315
New +$118M 13.72% 3
2017
Q3 		$77.2M Sell
546,381
-464,343
-46% -$63.3M 14.16% 3
2017
Q2 		$139M Buy
1,010,724
+912,524
+929% +$122M 29.87% 1
2017
Q1 		$79.7M Sell
98,200
-378,336
-79% -$50.1M 30.12% 2
2016
Q4 		$61.5M Buy
+476,536
New +$59.1M 30.13% 2

Other funds holding VB

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Acorns Advisers's VB Position: Q2 2023 in Review

Acorns Advisers sold out of Vanguard Small-Cap ETF (VB) in Q2 2023, closing a stake of 2 shares.

Acorns Advisers first reported a position in VB in Q4 2016 and held it in 23 quarters. The position peaked at $348M in Q2 2020. 1,670 funds tracked by Wall St. Rank hold VB as of Q2 2023.

  • Acorns Advisers reported no remaining Vanguard Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Acorns Advisers sold 2 Vanguard Small-Cap ETF shares in Q2 2023.
  • Acorns Advisers first reported a position in Vanguard Small-Cap ETF in Q4 2016 and held it in 23 quarters.
  • Acorns Advisers's Vanguard Small-Cap ETF position peaked at $348M in Q2 2020.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2023.

Based on Acorns Advisers's 13F filing for Q2 2023, filed 11 Aug 2023.