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

Beck 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
Q4 		– Sell
-1,373
Closed -$235K – 148
2022
Q3 		$235K Buy
+1,373
New +$259K 0.1% 123

Other funds holding VB

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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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Beck Capital Management's VB Position: Q4 2022 in Review

Beck Capital Management sold out of Vanguard Small-Cap ETF (VB) in Q4 2022, closing a stake of 1,373 shares — an estimated $235K sold.

Beck Capital Management first reported a position in VB in Q3 2022 and held it in 1 quarter. The position peaked at $235K in Q3 2022. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

  • Beck Capital Management reported no remaining Vanguard Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Beck Capital Management sold 1,373 Vanguard Small-Cap ETF shares in Q4 2022, an estimated $235K.
  • Beck Capital Management first reported a position in Vanguard Small-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Beck Capital Management's Vanguard Small-Cap ETF position peaked at $235K in Q3 2022.
  • 1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Beck Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.