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Benedetti & Gucer’s Vanguard Small-Cap ETF VB Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$3.46M Buy
15,131
+452
+3% +$97.2K 1.72% 12
2023
Q4 		$3.13M Buy
14,679
+1,337
+10% +$258K 1.64% 15
2023
Q3 		$2.52M Buy
13,342
+271
+2% +$54K 1.38% 15
2023
Q2 		$2.6M Buy
13,071
+1,160
+10% +$219K 1.34% 15
2023
Q1 		$2.26M Sell
11,911
-302
-2% -$58.6K 1.3% 14
2022
Q4 		$2.24M Buy
12,213
+169
+1% +$31.3K 1.64% 10
2022
Q3 		$2.06M Sell
12,044
-66
-0.5% -$12.5K 1.62% 12
2022
Q2 		$2.18M Buy
12,110
+19
+0.2% +$3.67K 1.47% 19
2022
Q1 		$2.57M Buy
12,091
+341
+3% +$71.8K 1.72% 14
2021
Q4 		$2.65M Sell
11,750
-51
-0.4% -$11.6K 1.8% 11
2021
Q3 		$2.58M Buy
11,801
+962
+9% +$214K 1.96% 9
2021
Q2 		$2.44M Buy
10,839
+859
+9% +$190K 2.19% 7
2021
Q1 		$2.14M Buy
+9,980
New +$2.1M 1.96% 8

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Benedetti & Gucer's VB Position: Q1 2024 in Review

Benedetti & Gucer increased its Vanguard Small-Cap ETF (VB) stake by 3.1% in Q1 2024, buying an estimated $97.2K and bringing the position to 15,131 shares worth $3.46M. The position accounts for 1.72% of the portfolio, ranked #12.

Benedetti & Gucer first reported a position in VB in Q1 2021 and has held it in 13 quarters since. 1,892 funds tracked by Wall St. Rank hold VB as of Q1 2024.

  • Benedetti & Gucer held 15,131 shares of Vanguard Small-Cap ETF worth $3.46M as of Q1 2024.
  • Benedetti & Gucer bought 452 Vanguard Small-Cap ETF shares in Q1 2024, an estimated $97.2K.
  • Vanguard Small-Cap ETF made up 1.72% of Benedetti & Gucer's portfolio in Q1 2024, its #12 holding.
  • Benedetti & Gucer first reported a position in Vanguard Small-Cap ETF in Q1 2021 and has held it in 13 quarters since.
  • 1,892 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.