AIA
VB icon

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

Alera Investment 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
2020
Q1 		– Sell
-1,307
Closed -$217K – 76
2019
Q4 		$217K Sell
1,307
-897
-41% -$143K 0.1% 57
2019
Q3 		$339K Sell
2,204
-84
-4% -$13K 0.17% 45
2019
Q2 		$358K Sell
2,288
-28
-1% -$4.33K 0.18% 47
2019
Q1 		$354K Sell
2,316
-628
-21% -$93.4K 0.17% 46
2018
Q4 		$389K Buy
+2,944
New +$429K 0.24% 53

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alera Investment Advisors's VB Position: Q1 2020 in Review

Alera Investment Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2020, closing a stake of 1,307 shares — an estimated $217K sold.

Alera Investment Advisors first reported a position in VB in Q4 2018 and held it in 5 quarters. The position peaked at $389K in Q4 2018. 1,046 funds tracked by Wall St. Rank hold VB as of Q1 2020.

  • Alera Investment Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Alera Investment Advisors sold 1,307 Vanguard Small-Cap ETF shares in Q1 2020, an estimated $217K.
  • Alera Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 5 quarters.
  • Alera Investment Advisors's Vanguard Small-Cap ETF position peaked at $389K in Q4 2018.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2020.

Based on Alera Investment Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.