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

Azimuth Capital 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 Q1	$1.69M	Hold	7,928	–	–	0.07%	203
2021 Q4	$1.79M	Buy	7,928 +1,351	+21%	+$307K	0.07%	203
2021 Q3	$1.44M	Buy	6,577 +1	+0%	+$222	0.06%	209
2021 Q2	$1.48M	Buy	6,576 +125	+2%	+$27.7K	0.06%	214
2021 Q1	$1.38M	Buy	6,451 +476	+8%	+$100K	0.07%	215
2020 Q4	$1.16M	Buy	5,975 +225	+4%	+$39.7K	0.06%	217
2020 Q3	$884K	Buy	5,750 +550	+11%	+$84.5K	0.05%	211
2020 Q2	$758K	Buy	+5,200	New	+$698K	0.05%	215
2020 Q1	–	Sell	-4,450	Closed	-$737K	–	278
2019 Q4	$737K	Buy	4,450 +300	+7%	+$47.8K	0.04%	216
2019 Q3	$639K	Buy	+4,150	New	+$643K	0.04%	219

Other funds holding VB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Azimuth Capital Management's VB Position: Q1 2022 in Review

Azimuth Capital Management held its Vanguard Small-Cap ETF (VB) position steady in Q1 2022 at 7,928 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #203.

Azimuth Capital Management first reported a position in VB in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.79M in Q4 2021. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

Azimuth Capital Management held 7,928 shares of Vanguard Small-Cap ETF worth $1.69M as of Q1 2022.
Azimuth Capital Management left its Vanguard Small-Cap ETF share count unchanged in Q1 2022.
Vanguard Small-Cap ETF made up 0.07% of Azimuth Capital Management's portfolio in Q1 2022, its #203 holding.
Azimuth Capital Management first reported a position in Vanguard Small-Cap ETF in Q3 2019 and has held it in 10 quarters since.
Azimuth Capital Management's Vanguard Small-Cap ETF position peaked at $1.79M in Q4 2021.
1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.