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Dechtman Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Dechtman Wealth 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
2024
Q4 		$13.5M Buy
56,008
+9,464
+20% +$2.33M 2.6% 10
2024
Q3 		$11M Buy
46,544
+36,461
+362% +$8.28M 2.26% 10
2024
Q2 		$2.2M Buy
+10,083
New +$2.21M 0.49% 15

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dechtman Wealth Management's VB Position: Q4 2024 in Review

Dechtman Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q4 2024, buying an estimated $2.33M and bringing the position to 56,008 shares worth $13.5M. The position accounts for 2.6% of the portfolio, ranked #10.

Dechtman Wealth Management first reported a position in VB in Q2 2024 and has held it in 3 quarters since. 2,187 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Dechtman Wealth Management held 56,008 shares of Vanguard Morningstar Small-Cap ETF worth $13.5M as of Q4 2024.
  • Dechtman Wealth Management bought 9,464 Vanguard Morningstar Small-Cap ETF shares in Q4 2024, an estimated $2.33M.
  • Vanguard Morningstar Small-Cap ETF made up 2.6% of Dechtman Wealth Management's portfolio in Q4 2024, its #10 holding.
  • Dechtman Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.