Azimuth Capital Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Azimuth Capital Investment 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
2024 Q3	–	Sell	-1,105	Closed	-$241K	–	310
2024 Q2	$241K	Sell	1,105 -330	-23%	-$72.5K	0.01%	291
2024 Q1	$328K	Buy	+1,435	New	+$309K	0.01%	266
2023 Q4	–	Sell	-7,933	Closed	-$1.5M	–	306
2023 Q3	$1.5M	Buy	7,933 +26	+0.3%	+$5.18K	0.07%	198
2023 Q2	$1.57M	Buy	7,907 +1	+0%	+$189	0.07%	202
2023 Q1	$1.5M	Sell	7,906 -24	-0.3%	-$4.65K	0.07%	203
2022 Q4	$1.46M	Hold	7,930	–	–	0.07%	204
2022 Q3	$1.35M	Buy	7,930 +1	+0%	+$189	0.07%	201
2022 Q2	$1.4M	Buy	+7,929	New	+$1.53M	0.07%	207

Other funds holding VB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Azimuth Capital Investment Management's VB Position: Q3 2024 in Review

Azimuth Capital Investment Management sold out of Vanguard Small-Cap ETF (VB) in Q3 2024, closing a stake of 1,105 shares — an estimated $241K sold.

Azimuth Capital Investment Management first reported a position in VB in Q2 2022 and held it in 8 quarters. The position peaked at $1.57M in Q2 2023. 1,972 funds tracked by Wall St. Rank hold VB as of Q3 2024.

Azimuth Capital Investment Management reported no remaining Vanguard Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
Azimuth Capital Investment Management sold 1,105 Vanguard Small-Cap ETF shares in Q3 2024, an estimated $241K.
Azimuth Capital Investment Management first reported a position in Vanguard Small-Cap ETF in Q2 2022 and held it in 8 quarters.
Azimuth Capital Investment Management's Vanguard Small-Cap ETF position peaked at $1.57M in Q2 2023.
1,972 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2024.

Based on Azimuth Capital Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.