Buckingham Strategic Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Buckingham Strategic Wealth’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	$12M	Sell	55,111 -1,876	-3%	-$412K	0.12%	84
2024 Q1	$13M	Sell	56,987 -326	-0.6%	-$70.1K	0.14%	81
2023 Q4	$12.2M	Sell	57,313 -2,639	-4%	-$508K	0.15%	85
2023 Q3	$11.3M	Sell	59,952 -91	-0.2%	-$18.1K	0.16%	78
2023 Q2	$11.9M	Buy	60,043 +533	+0.9%	+$101K	0.17%	73
2023 Q1	$10.9M	Hold	59,510	–	–	0.2%	64
2022 Q4	$10.9M	Buy	59,510 +703	+1%	+$130K	0.2%	64
2022 Q3	$10.1M	Buy	58,807 +4,443	+8%	+$839K	0.21%	59
2022 Q2	$9.57M	Buy	54,364 +12,088	+29%	+$2.33M	0.19%	64
2022 Q1	$8.98M	Buy	42,276 +2,870	+7%	+$604K	0.18%	68
2021 Q4	$8.91M	Buy	39,406 +7,994	+25%	+$1.82M	0.17%	69
2021 Q3	$6.87M	Buy	31,412 +1,148	+4%	+$255K	0.14%	85
2021 Q2	$6.82M	Buy	30,264 +2,329	+8%	+$516K	0.16%	79
2021 Q1	$5.98M	Buy	27,935 +5,190	+23%	+$1.09M	0.29%	73
2020 Q4	$4.43M	Buy	22,745 +4,528	+25%	+$799K	0.23%	95
2020 Q3	$2.8M	Sell	18,217 -75	-0.4%	-$11.5K	0.21%	89
2020 Q2	$2.67M	Sell	18,292 -2,259	-11%	-$303K	0.25%	81
2020 Q1	$2.37M	Sell	20,551 -1,779	-8%	-$267K	0.23%	84
2019 Q4	$3.7M	Buy	22,330 +2,800	+14%	+$446K	0.35%	64
2019 Q3	$3M	Buy	19,530 +2,565	+15%	+$398K	0.33%	69
2019 Q2	$2.66M	Buy	16,965 +899	+6%	+$139K	0.29%	71
2019 Q1	$2.46M	Buy	16,066 +4,520	+39%	+$672K	0.31%	69
2018 Q4	$1.52M	Buy	11,546 +6	+0.1%	+$874	0.23%	85
2018 Q3	$1.88M	Sell	11,540 -516	-4%	-$83.5K	0.29%	73
2018 Q2	$1.88M	Buy	12,056 +2,242	+23%	+$343K	0.3%	75
2018 Q1	$1.44M	Buy	9,814 +2,774	+39%	+$414K	0.28%	81
2017 Q4	$1.04M	Buy	7,040 +184	+3%	+$26.6K	0.22%	98
2017 Q3	$969K	Sell	6,856 -2,887	-30%	-$393K	0.23%	99
2017 Q2	$1.32M	Sell	9,743 -1,886	-16%	-$253K	0.31%	75
2017 Q1	$1.55M	Buy	11,629 +1,341	+13%	+$177K	0.45%	48
2016 Q4	$1.33M	Buy	10,288 +376	+4%	+$46.7K	0.43%	52
2016 Q3	$1.21M	Sell	9,912 -1,688	-15%	-$204K	0.41%	50
2016 Q2	$1.34M	Buy	11,600 +3,221	+38%	+$366K	0.46%	43
2016 Q1	$934K	Buy	8,379 +2,836	+51%	+$294K	0.31%	65
2015 Q4	$613K	Sell	5,543 -1,162	-17%	-$132K	0.21%	89
2015 Q3	$724K	Sell	6,705 -340	-5%	-$39.8K	0.26%	69
2015 Q2	$856K	Buy	7,045 +362	+5%	+$44.5K	0.28%	66
2015 Q1	$819K	Buy	6,683 +172	+3%	+$20.4K	0.31%	59
2014 Q4	$760K	Sell	6,511 -204	-3%	-$23.2K	0.29%	63
2014 Q3	$743K	Hold	6,715	–	–	0.31%	63
2014 Q2	$786K	Hold	6,715	–	–	0.34%	55
2014 Q1	$758K	Sell	6,715 -212	-3%	-$23.5K	0.35%	52
2013 Q4	$762K	Hold	6,927	–	–	0.36%	52
2013 Q3	$710K	Sell	6,927 -768	-10%	-$76.6K	0.38%	50
2013 Q2	$721K	Buy	+7,695	New	+$712K	0.41%	44

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Buckingham Strategic Wealth's VB Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 3.3% in Q2 2024, selling an estimated $412K and leaving 55,111 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #84.

Buckingham Strategic Wealth first reported a position in VB in Q2 2013 and has held it in 45 quarters since. The position peaked at $13M in Q1 2024. 1,915 funds tracked by Wall St. Rank hold VB as of Q2 2024.

Buckingham Strategic Wealth held 55,111 shares of Vanguard Small-Cap ETF worth $12M as of Q2 2024.
Buckingham Strategic Wealth sold 1,876 Vanguard Small-Cap ETF shares in Q2 2024, an estimated $412K.
Vanguard Small-Cap ETF made up 0.12% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #84 holding.
Buckingham Strategic Wealth first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 45 quarters since.
Buckingham Strategic Wealth's Vanguard Small-Cap ETF position peaked at $13M in Q1 2024.
1,915 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.