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Crescent Capital Consulting’s Vanguard Small-Cap ETF VB Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$2.14M Buy
9,459
+922
+11% +$210K 0.35% 65
2021
Q3 		$1.87M Hold
8,537
– – 0.34% 68
2021
Q2 		$1.92M Hold
8,537
– – 0.36% 63
2021
Q1 		$1.83M Hold
8,537
– – 0.4% 61
2020
Q4 		$1.66M Buy
+8,537
New +$1.51M 0.43% 56

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Crescent Capital Consulting's VB Position: Q4 2021 in Review

Crescent Capital Consulting increased its Vanguard Small-Cap ETF (VB) stake by 11% in Q4 2021, buying an estimated $210K and bringing the position to 9,459 shares worth $2.14M. The position accounts for 0.35% of the portfolio, ranked #65.

Crescent Capital Consulting first reported a position in VB in Q4 2020 and has held it in 5 quarters since. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

  • Crescent Capital Consulting held 9,459 shares of Vanguard Small-Cap ETF worth $2.14M as of Q4 2021.
  • Crescent Capital Consulting bought 922 Vanguard Small-Cap ETF shares in Q4 2021, an estimated $210K.
  • Vanguard Small-Cap ETF made up 0.35% of Crescent Capital Consulting's portfolio in Q4 2021, its #65 holding.
  • Crescent Capital Consulting first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 5 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.