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Capital Planning Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Capital Planning Advisors’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
2019
Q4 		– Sell
-320
Closed -$49K – 145
2019
Q3 		$49K Buy
+320
New +$49.6K 0.01% 131
2015
Q4 		– Sell
-3,299
Closed -$356K – 109
2015
Q3 		$356K Sell
3,299
-920
-22% -$108K 0.23% 74
2015
Q2 		$512K Sell
4,219
-85
-2% -$10.4K 0.3% 62
2015
Q1 		$527K Buy
+4,304
New +$510K 0.37% 48

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Planning Advisors's VB Position: Q4 2019 in Review

Capital Planning Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2019, closing a stake of 320 shares — an estimated $49K sold.

Capital Planning Advisors first reported a position in VB in Q1 2015 and held it in 4 quarters. The position peaked at $527K in Q1 2015. 1,099 funds tracked by Wall St. Rank hold VB as of Q4 2019.

  • Capital Planning Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 320 Vanguard Small-Cap ETF shares in Q4 2019, an estimated $49K.
  • Capital Planning Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2015 and held it in 4 quarters.
  • Capital Planning Advisors's Vanguard Small-Cap ETF position peaked at $527K in Q1 2015.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.