Blue Chip Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Blue Chip Partners’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
2020 Q1	–	Sell	-1,667	Closed	-$276K	–	158
2019 Q4	$276K	Buy	1,667 +9	+0.5%	+$1.43K	0.05%	117
2019 Q3	$255K	Buy	1,658 +10	+0.6%	+$1.55K	0.05%	106
2019 Q2	$258K	Hold	1,648	–	–	0.06%	107
2019 Q1	$252K	Hold	1,648	–	–	0.06%	107
2018 Q4	$218K	Buy	1,648 +7	+0.4%	+$1.02K	0.05%	123
2018 Q3	$267K	Hold	1,641	–	–	0.07%	102
2018 Q2	$256K	Buy	1,641 +4	+0.2%	+$612	0.07%	107
2018 Q1	$241K	Sell	1,637 -113	-6%	-$16.9K	0.07%	120
2017 Q4	$259K	Buy	1,750 +126	+8%	+$18.2K	0.08%	104
2017 Q3	$229K	Buy	1,624 +6	+0.4%	+$818	0.07%	106
2017 Q2	$219K	Buy	1,618 +4	+0.2%	+$536	0.08%	107
2017 Q1	$215K	Buy	1,614 +5	+0.3%	+$662	0.08%	108
2016 Q4	$208K	Buy	+1,609	New	+$200K	0.08%	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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Blue Chip Partners's VB Position: Q1 2020 in Review

Blue Chip Partners sold out of Vanguard Small-Cap ETF (VB) in Q1 2020, closing a stake of 1,667 shares — an estimated $276K sold.

Blue Chip Partners first reported a position in VB in Q4 2016 and held it in 13 quarters. The position peaked at $276K in Q4 2019. 1,046 funds tracked by Wall St. Rank hold VB as of Q1 2020.

Blue Chip Partners reported no remaining Vanguard Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Blue Chip Partners sold 1,667 Vanguard Small-Cap ETF shares in Q1 2020, an estimated $276K.
Blue Chip Partners first reported a position in Vanguard Small-Cap ETF in Q4 2016 and held it in 13 quarters.
Blue Chip Partners's Vanguard Small-Cap ETF position peaked at $276K in Q4 2019.
1,046 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.