Edmonds Duncan Registered Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Edmonds Duncan Registered Investment 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
2020 Q3	–	Sell	-12,850	Closed	-$1.87M	–	114
2020 Q2	$1.87M	Sell	12,850 -636	-5%	-$85.4K	0.81%	34
2020 Q1	$1.56M	Buy	13,486 +1,266	+10%	+$190K	0.79%	32
2019 Q4	$2.02M	Buy	+12,220	New	+$1.95M	0.82%	34

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's VB Position: Q3 2020 in Review

Edmonds Duncan Registered Investment Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2020, closing a stake of 12,850 shares — an estimated $1.87M sold.

Edmonds Duncan Registered Investment Advisors first reported a position in VB in Q4 2019 and held it in 3 quarters. The position peaked at $2.02M in Q4 2019. 1,114 funds tracked by Wall St. Rank hold VB as of Q3 2020.

Edmonds Duncan Registered Investment Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 12,850 Vanguard Morningstar Small-Cap ETF shares in Q3 2020, an estimated $1.87M.
Edmonds Duncan Registered Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and held it in 3 quarters.
Edmonds Duncan Registered Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.02M in Q4 2019.
1,114 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2020.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.