Bingham Osborn & Scarborough’s Vanguard Small-Cap ETF VB Stock Holding History

Bingham Osborn & Scarborough’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 Q4	–	Sell	-1,040	Closed	-$227K	–	134
2021 Q3	$227K	Sell	1,040 -155	-13%	-$34.5K	0.02%	144
2021 Q2	$269K	Hold	1,195	–	–	0.02%	136
2021 Q1	$256K	Buy	1,195 +71	+6%	+$15K	0.02%	125
2020 Q4	$219K	Sell	1,124 -553	-33%	-$97.6K	0.02%	125
2020 Q3	$258K	Hold	1,677	–	–	0.02%	137
2020 Q2	$244K	Buy	+1,677	New	+$225K	0.02%	138
2020 Q1	–	Sell	-3,173	Closed	-$525K	–	169
2019 Q4	$525K	Buy	3,173 +366	+13%	+$58.3K	0.04%	96
2019 Q3	$432K	Buy	2,807 +238	+9%	+$36.9K	0.04%	96
2019 Q2	$403K	Buy	+2,569	New	+$397K	0.04%	99
2015 Q3	–	Sell	-2,334	Closed	-$284K	–	122
2015 Q2	$284K	Buy	2,334 +85	+4%	+$10.4K	0.03%	91
2015 Q1	$276K	Buy	2,249 +500	+29%	+$59.2K	0.03%	91
2014 Q4	$204K	Buy	+1,749	New	+$199K	0.02%	116
2014 Q3	–	Sell	-1,749	Closed	-$205K	–	121
2014 Q2	$205K	Buy	+1,749	New	+$196K	0.03%	109

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bingham Osborn & Scarborough's VB Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Vanguard Small-Cap ETF (VB) in Q4 2021, closing a stake of 1,040 shares — an estimated $227K sold.

Bingham Osborn & Scarborough first reported a position in VB in Q2 2014 and held it in 13 quarters. The position peaked at $525K in Q4 2019. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining Vanguard Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 1,040 Vanguard Small-Cap ETF shares in Q4 2021, an estimated $227K.
Bingham Osborn & Scarborough first reported a position in Vanguard Small-Cap ETF in Q2 2014 and held it in 13 quarters.
Bingham Osborn & Scarborough's Vanguard Small-Cap ETF position peaked at $525K in Q4 2019.
1,612 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.