Clear Point Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-406	Closed	-$96.3K	–	507
2024 Q3	$96.3K	Buy	406 +1	+0.2%	+$227	0.07%	152
2024 Q2	$88.2K	Hold	405	–	–	0.07%	153
2024 Q1	$92.5K	Buy	405 +1	+0.2%	+$215	0.08%	151
2023 Q4	$86K	Buy	+404	New	+$77.8K	0.08%	147

Other funds holding VB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Clear Point Advisors's VB Position: Q4 2024 in Review

Clear Point Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 406 shares — an estimated $96.3K sold.

Clear Point Advisors first reported a position in VB in Q4 2023 and held it in 4 quarters. The position peaked at $96.3K in Q3 2024. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Clear Point Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 406 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $96.3K.
Clear Point Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Vanguard Small-Cap ETF position peaked at $96.3K in Q3 2024.
2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.