Carlsbad Wealth Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Carlsbad Wealth Advisory Group’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
2023 Q2	$652K	Buy	+3,278	New	+$619K	0.42%	23

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Carlsbad Wealth Advisory Group's VB Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2023: 3,278 shares worth $652K. The stake represents 0.42% of the portfolio and ranks #23 among its holdings.

1,674 funds tracked by Wall St. Rank hold VB as of Q2 2023.

Carlsbad Wealth Advisory Group held 3,278 shares of Vanguard Morningstar Small-Cap ETF worth $652K as of Q2 2023.
Vanguard Morningstar Small-Cap ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Morningstar Small-Cap ETF made up 0.42% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #23 holding.
1,674 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.