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

Barden 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
2023 Q2	–	Sell	-1,600	Closed	-$334K	–	70
2023 Q1	$334K	Sell	1,600 -1,730	-52%	-$336K	0.32%	64
2022 Q4	$611K	Buy	3,330 +1,600	+92%	+$297K	0.63%	57
2022 Q3	$296K	Hold	1,730	–	–	0.34%	60
2022 Q2	$305K	Sell	1,730 -1,600	-48%	-$309K	0.33%	60
2022 Q1	$708K	Hold	3,330	–	–	0.69%	55
2021 Q4	$753K	Buy	+3,330	New	+$757K	0.72%	57

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Barden Capital Management's VB Position: Q2 2023 in Review

Barden Capital Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2023, closing a stake of 1,600 shares — an estimated $334K sold.

Barden Capital Management first reported a position in VB in Q4 2021 and held it in 6 quarters. The position peaked at $753K in Q4 2021. 1,671 funds tracked by Wall St. Rank hold VB as of Q2 2023.

Barden Capital Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Barden Capital Management sold 1,600 Vanguard Morningstar Small-Cap ETF shares in Q2 2023, an estimated $334K.
Barden Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and held it in 6 quarters.
Barden Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $753K in Q4 2021.
1,671 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2023.

Based on Barden Capital Management's 13F filing for Q2 2023, filed 9 Aug 2023.