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Champlain Investment Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Champlain Investment Partners’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
Q1 		– Sell
-2,130
Closed -$391K – 135
2022
Q4 		$391K Buy
+2,130
New +$395K ﹤0.01% 131

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Champlain Investment Partners's VB Position: Q1 2023 in Review

Champlain Investment Partners sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 2,130 shares — an estimated $391K sold.

Champlain Investment Partners first reported a position in VB in Q4 2022 and held it in 1 quarter. The position peaked at $391K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • Champlain Investment Partners reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Champlain Investment Partners sold 2,130 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $391K.
  • Champlain Investment Partners first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Champlain Investment Partners's Vanguard Small-Cap ETF position peaked at $391K in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Champlain Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.