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Boston Financial Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Boston Financial 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
2024
Q4 		$946K Hold
3,939
– – 0.03% 198
2024
Q3 		$934K Sell
3,939
-45
-1% -$10.2K 0.03% 199
2024
Q2 		$869K Buy
3,984
+543
+16% +$119K 0.03% 201
2024
Q1 		$787K Buy
3,441
+8
+0.2% +$1.72K 0.03% 215
2023
Q4 		$732K Sell
3,433
-235
-6% -$45.3K 0.02% 213
2023
Q3 		$694K Sell
3,668
-70
-2% -$13.9K 0.03% 202
2023
Q2 		$743K Buy
3,738
+130
+4% +$24.6K 0.03% 206
2023
Q1 		$684K Hold
3,608
– – 0.03% 203
2022
Q4 		$662K Buy
3,608
+1,908
+112% +$354K 0.03% 211
2022
Q3 		$291K Sell
1,700
-39
-2% -$7.36K 0.01% 261
2022
Q2 		$306K Sell
1,739
-607
-26% -$117K 0.01% 246
2022
Q1 		$499K Sell
2,346
-29
-1% -$6.11K 0.02% 206
2021
Q4 		$537K Buy
2,375
+528
+29% +$120K 0.02% 187
2021
Q3 		$404K Sell
1,847
-200
-10% -$44.5K 0.02% 203
2021
Q2 		$461K Hold
2,047
– – 0.02% 189
2021
Q1 		$438K Sell
2,047
-70
-3% -$14.7K 0.02% 180
2020
Q4 		$412K Buy
2,117
+30
+1% +$5.29K 0.02% 182
2020
Q3 		$321K Sell
2,087
-675
-24% -$104K 0.02% 200
2020
Q2 		$402K Sell
2,762
-325
-11% -$43.6K 0.02% 175
2020
Q1 		$356K Hold
3,087
– – 0.02% 179
2019
Q4 		$511K Buy
3,087
+727
+31% +$116K 0.03% 168
2019
Q3 		$363K Sell
2,360
-850
-26% -$132K 0.02% 202
2019
Q2 		$503K Buy
3,210
+182
+6% +$28.1K 0.03% 180
2019
Q1 		$463K Hold
3,028
– – 0.03% 193
2018
Q4 		$400K Sell
3,028
-121
-4% -$17.6K 0.03% 202
2018
Q3 		$512K Buy
3,149
+45
+1% +$7.28K 0.03% 209
2018
Q2 		$483K Buy
3,104
+76
+3% +$11.6K 0.03% 187
2018
Q1 		$445K Sell
3,028
-32
-1% -$4.78K 0.03% 197
2017
Q4 		$452K Sell
3,060
-210
-6% -$30.4K 0.03% 200
2017
Q3 		$462K Hold
3,270
– – 0.03% 201
2017
Q2 		$443K Hold
3,270
– – 0.03% 206
2017
Q1 		$436K Hold
3,270
– – 0.03% 212
2016
Q4 		$422K Buy
3,270
+900
+38% +$112K 0.03% 214
2016
Q3 		$290K Hold
2,370
– – 0.02% 220
2016
Q2 		$274K Buy
+2,370
New +$269K 0.02% 220
2015
Q2 		– Sell
-1,880
Closed -$230K – 206
2015
Q1 		$230K Hold
1,880
– – 0.03% 197
2014
Q4 		$219K Buy
+1,880
New +$214K 0.03% 194
2014
Q2 		– Sell
-1,925
Closed -$217K – 207
2014
Q1 		$217K Sell
1,925
-55
-3% -$6.09K 0.03% 191
2013
Q4 		$218K Buy
+1,980
New +$211K 0.03% 196

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Boston Financial Management's VB Position: Q4 2024 in Review

Boston Financial Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q4 2024 at 3,939 shares worth $946K. The position accounts for 0.03% of the portfolio, ranked #198.

Boston Financial Management first reported a position in VB in Q4 2013 and has held it in 39 quarters since. 2,185 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Boston Financial Management held 3,939 shares of Vanguard Morningstar Small-Cap ETF worth $946K as of Q4 2024.
  • Boston Financial Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q4 2024.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #198 holding.
  • Boston Financial Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 39 quarters since.
  • 2,185 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.