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Bel Air Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$9.22M Sell
40,938
-816
-2% -$181K 0.28% 56
2021
Q1 		$8.94M Buy
+41,754
New +$8.8M 0.28% 57

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bel Air Investment Advisors's VB Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 2% in Q2 2021, selling an estimated $181K and leaving 40,938 shares worth $9.22M. The position accounts for 0.28% of the portfolio, ranked #56.

Bel Air Investment Advisors first reported a position in VB in Q1 2021 and has held it in 2 quarters since. 1,390 funds tracked by Wall St. Rank hold VB as of Q2 2021.

  • Bel Air Investment Advisors held 40,938 shares of Vanguard Small-Cap ETF worth $9.22M as of Q2 2021.
  • Bel Air Investment Advisors sold 816 Vanguard Small-Cap ETF shares in Q2 2021, an estimated $181K.
  • Vanguard Small-Cap ETF made up 0.28% of Bel Air Investment Advisors's portfolio in Q2 2021, its #56 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.