Coury Firm Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Coury Firm Asset Management’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 Q3	$227K	Buy	1,201 +4	+0.3%	+$797	0.36%	42
2023 Q2	$238K	Sell	1,197 -45	-4%	-$8.5K	0.34%	49
2023 Q1	$235K	Buy	+1,242	New	+$241K	0.33%	49
2022 Q2	–	Sell	-988	Closed	-$210K	–	58
2022 Q1	$210K	Buy	988 +2	+0.2%	+$421	0.18%	60
2021 Q4	$223K	Buy	+986	New	+$224K	0.17%	57

Other funds holding VB

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coury Firm Asset Management's VB Position: Q3 2023 in Review

Coury Firm Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.33% in Q3 2023, buying an estimated $797 and bringing the position to 1,201 shares worth $227K. The position accounts for 0.36% of the portfolio, ranked #42.

Coury Firm Asset Management first reported a position in VB in Q4 2021 and has held it in 5 quarters since. The position peaked at $238K in Q2 2023. 1,669 funds tracked by Wall St. Rank hold VB as of Q3 2023.

Coury Firm Asset Management held 1,201 shares of Vanguard Morningstar Small-Cap ETF worth $227K as of Q3 2023.
Coury Firm Asset Management bought 4 Vanguard Morningstar Small-Cap ETF shares in Q3 2023, an estimated $797.
Vanguard Morningstar Small-Cap ETF made up 0.36% of Coury Firm Asset Management's portfolio in Q3 2023, its #42 holding.
Coury Firm Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 5 quarters since.
Coury Firm Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $238K in Q2 2023.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.