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

Align 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
2022 Q4	$170K	Buy	+992	New	+$184K	0.14%	29

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Align Wealth Management's VB Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2022: 992 shares worth $170K. The stake represents 0.14% of the portfolio and ranks #29 among its holdings.

1,660 funds tracked by Wall St. Rank hold VB as of Q4 2022.

Align Wealth Management held 992 shares of Vanguard Morningstar Small-Cap ETF worth $170K as of Q4 2022.
Vanguard Morningstar Small-Cap ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Morningstar Small-Cap ETF made up 0.14% of Align Wealth Management's portfolio in Q4 2022, its #29 holding.
1,660 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.