EGA
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Eagle Global Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Eagle Global 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
2022
Q1 		– Sell
-925
Closed -$209K – 251
2021
Q4 		$209K Hold
925
– – 0.01% 229
2021
Q3 		$202K Sell
925
-5
-0.5% -$1.11K 0.01% 238
2021
Q2 		$210K Buy
+930
New +$206K 0.01% 242

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Eagle Global Advisors's VB Position: Q1 2022 in Review

Eagle Global Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2022, closing a stake of 925 shares — an estimated $209K sold.

Eagle Global Advisors first reported a position in VB in Q2 2021 and held it in 3 quarters. The position peaked at $210K in Q2 2021. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

  • Eagle Global Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Eagle Global Advisors sold 925 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $209K.
  • Eagle Global Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2021 and held it in 3 quarters.
  • Eagle Global Advisors's Vanguard Small-Cap ETF position peaked at $210K in Q2 2021.
  • 1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on Eagle Global Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.