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Criterion Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Criterion Capital 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 		$54.5K Hold
250
– – 0.03% 129
2024
Q3 		$54.5K Hold
250
– – 0.03% 129
2024
Q2 		$54.5K Hold
250
– – 0.03% 129
2024
Q1 		$57.1K Hold
250
– – 0.04% 127
2023
Q4 		$53.3K Buy
+250
New +$48.2K 0.04% 134

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Criterion Capital Advisors's VB Position: Q4 2024 in Review

Criterion Capital Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q4 2024 at 250 shares worth $54.5K. The position accounts for 0.03% of the portfolio, ranked #129.

Criterion Capital Advisors first reported a position in VB in Q4 2023 and has held it in 5 quarters since. The position peaked at $57.1K in Q1 2024. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Criterion Capital Advisors held 250 shares of Vanguard Small-Cap ETF worth $54.5K as of Q4 2024.
  • Criterion Capital Advisors left its Vanguard Small-Cap ETF share count unchanged in Q4 2024.
  • Vanguard Small-Cap ETF made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #129 holding.
  • Criterion Capital Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Vanguard Small-Cap ETF position peaked at $57.1K in Q1 2024.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.