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

Boston Mountain Money 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
Q3 		$330K Buy
1,390
+133
+11% +$30.2K 0.19% 42
2024
Q2 		$274K Buy
1,257
+69
+6% +$15.2K 0.18% 46
2024
Q1 		$272K Buy
+1,188
New +$256K 0.19% 47

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boston Mountain Money Management's VB Position: Q3 2024 in Review

Boston Mountain Money Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q3 2024, buying an estimated $30.2K and bringing the position to 1,390 shares worth $330K. The position accounts for 0.19% of the portfolio, ranked #42.

Boston Mountain Money Management first reported a position in VB in Q1 2024 and has held it in 3 quarters since. 1,978 funds tracked by Wall St. Rank hold VB as of Q3 2024.

  • Boston Mountain Money Management held 1,390 shares of Vanguard Morningstar Small-Cap ETF worth $330K as of Q3 2024.
  • Boston Mountain Money Management bought 133 Vanguard Morningstar Small-Cap ETF shares in Q3 2024, an estimated $30.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of Boston Mountain Money Management's portfolio in Q3 2024, its #42 holding.
  • Boston Mountain Money Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.