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Brightworth’s Vanguard Small-Cap ETF VB Stock Holding History

Brightworth’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
2022
Q3 		$1.17M Buy
6,817
+2,195
+47% +$414K 0.12% 68
2022
Q2 		$814K Buy
4,622
+1,604
+53% +$310K 0.09% 76
2022
Q1 		$641K Buy
+3,018
New +$635K 0.07% 83

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brightworth's VB Position: Q3 2022 in Review

Brightworth increased its Vanguard Small-Cap ETF (VB) stake by 47% in Q3 2022, buying an estimated $414K and bringing the position to 6,817 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #68.

Brightworth first reported a position in VB in Q1 2022 and has held it in 3 quarters since. 1,531 funds tracked by Wall St. Rank hold VB as of Q3 2022.

  • Brightworth held 6,817 shares of Vanguard Small-Cap ETF worth $1.17M as of Q3 2022.
  • Brightworth bought 2,195 Vanguard Small-Cap ETF shares in Q3 2022, an estimated $414K.
  • Vanguard Small-Cap ETF made up 0.12% of Brightworth's portfolio in Q3 2022, its #68 holding.
  • Brightworth first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,531 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.