Bank Julius Baer & Co
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Bank Julius Baer & Co’s Vanguard Small-Cap ETF VB Stock Holding History

Bank Julius Baer & Co’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
2023
Q2 		– Sell
-450
Closed -$85K – 607
2023
Q1 		$85K Sell
450
-10
-2% -$1.94K ﹤0.01% 497
2022
Q4 		$84K Buy
+460
New +$85.3K ﹤0.01% 488

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UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank Julius Baer & Co's VB Position: Q2 2023 in Review

Bank Julius Baer & Co sold out of Vanguard Small-Cap ETF (VB) in Q2 2023, closing a stake of 450 shares — an estimated $85K sold.

Bank Julius Baer & Co first reported a position in VB in Q4 2022 and held it in 2 quarters. The position peaked at $85K in Q1 2023. 1,670 funds tracked by Wall St. Rank hold VB as of Q2 2023.

  • Bank Julius Baer & Co reported no remaining Vanguard Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 450 Vanguard Small-Cap ETF shares in Q2 2023, an estimated $85K.
  • Bank Julius Baer & Co first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Bank Julius Baer & Co's Vanguard Small-Cap ETF position peaked at $85K in Q1 2023.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2023.

Based on Bank Julius Baer & Co's 13F filing for Q2 2023, filed 20 Jul 2023.