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Barber Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Barber Financial Group’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 		– Sell
-6,414
Closed -$1.45M – 169
2021
Q4 		$1.45M Buy
6,414
+679
+12% +$154K 0.17% 48
2021
Q3 		$1.25M Buy
5,735
+18
+0.3% +$4K 0.16% 51
2021
Q2 		$1.29M Sell
5,717
-97
-2% -$21.5K 0.18% 48
2021
Q1 		$1.25M Sell
5,814
-1,218
-17% -$257K 0.18% 54
2020
Q4 		$1.37M Sell
7,032
-195
-3% -$34.4K 0.25% 50
2020
Q3 		$1.11M Buy
7,227
+70
+1% +$10.8K 0.24% 50
2020
Q2 		$1.04M Buy
7,157
+16
+0.2% +$2.15K 0.25% 51
2020
Q1 		$824K Sell
7,141
-187
-3% -$28.1K 0.26% 47
2019
Q4 		$1.21M Sell
7,328
-9
-0.1% -$1.43K 0.25% 62
2019
Q3 		$1.13M Buy
7,337
+22
+0.3% +$3.41K 0.24% 62
2019
Q2 		$1.15M Sell
7,315
-551
-7% -$85.2K 0.27% 57
2019
Q1 		$1.2M Sell
7,866
-274
-3% -$40.7K 0.24% 51
2018
Q4 		$1.07M Buy
8,140
+73
+0.9% +$10.6K 0.23% 60
2018
Q3 		$1.31M Sell
8,067
-110
-1% -$17.8K 0.32% 53
2018
Q2 		$1.27M Sell
8,177
-97
-1% -$14.8K 0.37% 47
2018
Q1 		$1.22M Sell
8,274
-300
-3% -$44.8K 0.32% 54
2017
Q4 		$1.27M Sell
8,574
-17,359
-67% -$2.51M 0.32% 56
2017
Q3 		$3.67M Sell
25,933
-1,329
-5% -$181K 1.04% 32
2017
Q2 		$3.69M Buy
27,262
+89
+0.3% +$11.9K 1.2% 24
2017
Q1 		$3.62M Sell
27,173
-370
-1% -$49K 1.24% 24
2016
Q4 		$3.55M Buy
+27,543
New +$3.42M 1.28% 20

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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

Barber Financial Group's VB Position: Q1 2022 in Review

Barber Financial Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2022, closing a stake of 6,414 shares — an estimated $1.45M sold.

Barber Financial Group first reported a position in VB in Q4 2016 and held it in 21 quarters. The position peaked at $3.69M in Q2 2017. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

  • Barber Financial Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Barber Financial Group sold 6,414 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $1.45M.
  • Barber Financial Group first reported a position in Vanguard Small-Cap ETF in Q4 2016 and held it in 21 quarters.
  • Barber Financial Group's Vanguard Small-Cap ETF position peaked at $3.69M in Q2 2017.
  • 1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on Barber Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.