Charles D. Hyman’s Vanguard Small-Cap ETF VB Stock Holding History

Charles D. Hyman’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
2020 Q2	–	Sell	-2,195	Closed	-$253K	–	218
2020 Q1	$253K	Buy	2,195 +550	+33%	+$82.7K	0.03%	157
2019 Q4	$272K	Hold	1,645	–	–	0.03%	177
2019 Q3	$253K	Hold	1,645	–	–	0.03%	164
2019 Q2	$258K	Buy	1,645 +95	+6%	+$14.7K	0.03%	164
2019 Q1	$237K	Hold	1,550	–	–	0.02%	172
2018 Q4	$205K	Hold	1,550	–	–	0.02%	161
2018 Q3	$252K	Buy	1,550 +50	+3%	+$8.09K	0.03%	157
2018 Q2	$234K	Hold	1,500	–	–	0.03%	160
2018 Q1	$220K	Buy	+1,500	New	+$224K	0.03%	160

Other funds holding VB

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles D. Hyman's VB Position: Q2 2020 in Review

Charles D. Hyman sold out of Vanguard Small-Cap ETF (VB) in Q2 2020, closing a stake of 2,195 shares — an estimated $253K sold.

Charles D. Hyman first reported a position in VB in Q1 2018 and held it in 9 quarters. The position peaked at $272K in Q4 2019. 1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

Charles D. Hyman reported no remaining Vanguard Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
Charles D. Hyman sold 2,195 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $253K.
Charles D. Hyman first reported a position in Vanguard Small-Cap ETF in Q1 2018 and held it in 9 quarters.
Charles D. Hyman's Vanguard Small-Cap ETF position peaked at $272K in Q4 2019.
1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on Charles D. Hyman's 13F filing for Q2 2020, filed 6 Aug 2020.