Aldebaran Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Aldebaran Financial’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
2020 Q1	–	Sell	-1,761	Closed	-$292K	–	89
2019 Q4	$292K	Buy	1,761 +3	+0.2%	+$478	0.22%	82
2019 Q3	$266K	Buy	1,758 +2	+0.1%	+$310	0.18%	84
2019 Q2	$275K	Buy	1,756 +2	+0.1%	+$309	0.19%	86
2019 Q1	$268K	Hold	1,754	–	–	0.19%	91
2018 Q4	$232K	Buy	1,754 +4	+0.2%	+$582	0.18%	92
2018 Q3	$285K	Hold	1,750	–	–	0.19%	88
2018 Q2	$272K	Buy	1,750 +1	+0.1%	+$153	0.19%	88
2018 Q1	$257K	Buy	1,749 +23	+1%	+$3.43K	0.17%	88
2017 Q4	$255K	Buy	1,726 +2	+0.1%	+$289	0.17%	87
2017 Q3	$244K	Buy	1,724 +2	+0.1%	+$273	0.17%	91
2017 Q2	$233K	Buy	1,722 +1	+0.1%	+$134	0.17%	91
2017 Q1	$229K	Buy	1,721 +1	+0.1%	+$132	0.17%	87
2016 Q4	$222K	Sell	1,720 -1,633	-49%	-$203K	0.18%	92
2016 Q3	$410K	Buy	3,353 +4	+0.1%	+$484	0.33%	74
2016 Q2	$394K	Buy	3,349 +2	+0.1%	+$227	0.32%	74
2016 Q1	$373K	Buy	+3,347	New	+$347K	0.33%	74

Other funds holding VB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Aldebaran Financial's VB Position: Q1 2020 in Review

Aldebaran Financial sold out of Vanguard Small-Cap ETF (VB) in Q1 2020, closing a stake of 1,761 shares — an estimated $292K sold.

Aldebaran Financial first reported a position in VB in Q1 2016 and held it in 16 quarters. The position peaked at $410K in Q3 2016. 1,046 funds tracked by Wall St. Rank hold VB as of Q1 2020.

Aldebaran Financial reported no remaining Vanguard Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Aldebaran Financial sold 1,761 Vanguard Small-Cap ETF shares in Q1 2020, an estimated $292K.
Aldebaran Financial first reported a position in Vanguard Small-Cap ETF in Q1 2016 and held it in 16 quarters.
Aldebaran Financial's Vanguard Small-Cap ETF position peaked at $410K in Q3 2016.
1,046 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2020.

Based on Aldebaran Financial's 13F filing for Q1 2020, filed 24 Apr 2020.