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

Angeles 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
2024
Q1 		– Sell
-100
Closed -$21.3K – 232
2023
Q4 		$21.3K Sell
100
-8,100
-99% -$1.56M ﹤0.01% 192
2023
Q3 		$1.55M Sell
8,200
-4,025
-33% -$802K 0.12% 27
2023
Q2 		$2.43M Buy
12,225
+2,300
+23% +$435K 0.21% 22
2023
Q1 		$1.88M Buy
+9,925
New +$1.92M 0.15% 23
2022
Q1 		– Sell
-1,533
Closed -$346K – 213
2021
Q4 		$346K Buy
+1,533
New +$348K 0.02% 157

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

Angeles Investment Advisors's VB Position: Q1 2024 in Review

Angeles Investment Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2024, closing a stake of 100 shares — an estimated $21.3K sold.

Angeles Investment Advisors first reported a position in VB in Q4 2021 and held it in 5 quarters. The position peaked at $2.43M in Q2 2023. 1,892 funds tracked by Wall St. Rank hold VB as of Q1 2024.

  • Angeles Investment Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 100 Vanguard Small-Cap ETF shares in Q1 2024, an estimated $21.3K.
  • Angeles Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Angeles Investment Advisors's Vanguard Small-Cap ETF position peaked at $2.43M in Q2 2023.
  • 1,892 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on Angeles Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.