AIP
VB icon

Almanack Investment Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Almanack Investment Partners’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
2024
Q2 		– Sell
-881
Closed -$201K – 187
2024
Q1 		$201K Buy
+881
New +$190K 0.03% 171
2022
Q2 		– Sell
-1,639
Closed -$348K – 514
2022
Q1 		$348K Buy
1,639
+540
+49% +$114K 0.03% 325
2021
Q4 		$248K Sell
1,099
-1,721
-61% -$391K 0.02% 420
2021
Q3 		$617K Buy
2,820
+1,796
+175% +$399K 0.05% 215
2021
Q2 		$231K Sell
1,024
-408
-28% -$90.4K 0.02% 376
2021
Q1 		$307K Buy
+1,432
New +$302K 0.03% 309
2018
Q2 		– Sell
-1,313
Closed -$193K – 175
2018
Q1 		$193K Hold
1,313
– – 0.07% 108
2017
Q4 		$194K Buy
1,313
+72
+6% +$10.4K 0.08% 119
2017
Q3 		$175K Sell
1,241
-136
-10% -$18.5K 0.08% 104
2017
Q2 		$187K Hold
1,377
– – 0.1% 116
2017
Q1 		$184K Buy
+1,377
New +$182K 0.14% 109

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Almanack Investment Partners's VB Position: Q2 2024 in Review

Almanack Investment Partners sold out of Vanguard Small-Cap ETF (VB) in Q2 2024, closing a stake of 881 shares — an estimated $201K sold.

Almanack Investment Partners first reported a position in VB in Q1 2017 and held it in 11 quarters. The position peaked at $617K in Q3 2021. 1,915 funds tracked by Wall St. Rank hold VB as of Q2 2024.

  • Almanack Investment Partners reported no remaining Vanguard Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Almanack Investment Partners sold 881 Vanguard Small-Cap ETF shares in Q2 2024, an estimated $201K.
  • Almanack Investment Partners first reported a position in Vanguard Small-Cap ETF in Q1 2017 and held it in 11 quarters.
  • Almanack Investment Partners's Vanguard Small-Cap ETF position peaked at $617K in Q3 2021.
  • 1,915 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2024.

Based on Almanack Investment Partners's 13F filing for Q2 2024, filed 9 Aug 2024.