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Braun-Bostich & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Braun-Bostich & Associates’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
Q2 		– Sell
-888
Closed -$203K – 146
2024
Q1 		$203K Sell
888
-122
-12% -$26.2K 0.17% 125
2023
Q4 		$215K Buy
+1,010
New +$195K 0.19% 117
2021
Q1 		– Sell
-1,111
Closed -$216K – 66
2020
Q4 		$216K Sell
1,111
-12,960
-92% -$2.29M 0.43% 56
2020
Q3 		$2.16M Buy
14,071
+9,520
+209% +$1.46M 2.15% 11
2020
Q2 		$663K Buy
4,551
+563
+14% +$75.6K 0.65% 22
2020
Q1 		$432K Hold
3,988
– – 0.55% 36
2019
Q4 		$662K Sell
3,988
-945
-19% -$151K 0.65% 28
2019
Q3 		$759K Sell
4,933
-591
-11% -$91.6K 0.88% 23
2019
Q2 		$865K Sell
5,524
-1,622
-23% -$251K 0.9% 23
2019
Q1 		$1.09M Sell
7,146
-6,727
-48% -$1M 1.14% 19
2018
Q4 		$1.83M Buy
13,873
+198
+1% +$28.8K 1.94% 10
2018
Q3 		$2.22M Buy
13,675
+538
+4% +$87K 2.14% 8
2018
Q2 		$2.04M Buy
13,137
+181
+1% +$27.7K 2.05% 7
2018
Q1 		$1.9M Buy
12,956
+1,464
+13% +$219K 1.65% 15
2017
Q4 		$1.7M Buy
+11,492
New +$1.66M 1.44% 19

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

Braun-Bostich & Associates's VB Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2024, closing a stake of 888 shares — an estimated $203K sold.

Braun-Bostich & Associates first reported a position in VB in Q4 2017 and held it in 15 quarters. The position peaked at $2.22M in Q3 2018. 1,916 funds tracked by Wall St. Rank hold VB as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 888 Vanguard Morningstar Small-Cap ETF shares in Q2 2024, an estimated $203K.
  • Braun-Bostich & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and held it in 15 quarters.
  • Braun-Bostich & Associates's Vanguard Morningstar Small-Cap ETF position peaked at $2.22M in Q3 2018.
  • 1,916 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.