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Cumberland Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Cumberland Partners’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
Q1 		– Sell
-2,092
Closed -$347K – 181
2019
Q4 		$347K Buy
2,092
+70
+3% +$11.2K 0.03% 150
2019
Q3 		$311K Buy
2,022
+468
+30% +$72.6K 0.03% 147
2019
Q2 		$244K Hold
1,554
– – 0.02% 161
2019
Q1 		$238K Buy
+1,554
New +$231K 0.02% 155

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cumberland Partners's VB Position: Q1 2020 in Review

Cumberland Partners sold out of Vanguard Small-Cap ETF (VB) in Q1 2020, closing a stake of 2,092 shares — an estimated $347K sold.

Cumberland Partners first reported a position in VB in Q1 2019 and held it in 4 quarters. The position peaked at $347K in Q4 2019. 1,046 funds tracked by Wall St. Rank hold VB as of Q1 2020.

  • Cumberland Partners reported no remaining Vanguard Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Cumberland Partners sold 2,092 Vanguard Small-Cap ETF shares in Q1 2020, an estimated $347K.
  • Cumberland Partners first reported a position in Vanguard Small-Cap ETF in Q1 2019 and held it in 4 quarters.
  • Cumberland Partners's Vanguard Small-Cap ETF position peaked at $347K in Q4 2019.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2020.

Based on Cumberland Partners's 13F filing for Q1 2020, filed 13 May 2020.