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Dixon Hubard Feinour & Brown’s Vanguard Small-Cap ETF VB Stock Holding History

Dixon Hubard Feinour & Brown’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
2022
Q2 		– Sell
-995
Closed -$211K – 309
2022
Q1 		$211K Hold
995
– – 0.02% 291
2021
Q4 		$225K Buy
+995
New +$226K 0.02% 282

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Dixon Hubard Feinour & Brown's VB Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown sold out of Vanguard Small-Cap ETF (VB) in Q2 2022, closing a stake of 995 shares — an estimated $211K sold.

Dixon Hubard Feinour & Brown first reported a position in VB in Q4 2021 and held it in 2 quarters. The position peaked at $225K in Q4 2021. 1,549 funds tracked by Wall St. Rank hold VB as of Q2 2022.

  • Dixon Hubard Feinour & Brown reported no remaining Vanguard Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 995 Vanguard Small-Cap ETF shares in Q2 2022, an estimated $211K.
  • Dixon Hubard Feinour & Brown first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Dixon Hubard Feinour & Brown's Vanguard Small-Cap ETF position peaked at $225K in Q4 2021.
  • 1,549 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.