EPIQ Capital Group’s Vanguard Small-Cap ETF VB Stock Holding History

EPIQ Capital Group’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	$232K	Buy	965 +6	+0.6%	+$1.48K	0.06%	69
2024 Q3	$228K	Buy	959 +4	+0.4%	+$909	0.07%	62
2024 Q2	$209K	Buy	+955	New	+$210K	0.07%	58
2023 Q4	–	Sell	-1,682	Closed	-$318K	–	59
2023 Q3	$318K	Buy	1,682 +6	+0.4%	+$1.2K	0.17%	38
2023 Q2	$333K	Buy	1,676 +7	+0.4%	+$1.32K	0.18%	38
2023 Q1	$316K	Buy	1,669 +6	+0.4%	+$1.16K	0.17%	38
2022 Q4	$305K	Buy	1,663 +10	+0.6%	+$1.85K	0.17%	37
2022 Q3	$283K	Buy	1,653 +6	+0.4%	+$1.13K	0.15%	39
2022 Q2	$290K	Buy	1,647 +5	+0.3%	+$966	0.12%	39
2022 Q1	$349K	Buy	1,642 +5	+0.3%	+$1.05K	0.1%	43
2021 Q4	$370K	Buy	1,637 +7	+0.4%	+$1.59K	0.07%	46
2021 Q3	$356K	Buy	1,630 +5	+0.3%	+$1.11K	0.04%	50
2021 Q2	$366K	Buy	1,625 +4	+0.2%	+$886	0.04%	41
2021 Q1	$347K	Buy	1,621 +4	+0.2%	+$843	0.04%	38
2020 Q4	$315K	Buy	1,617 +7	+0.4%	+$1.24K	0.05%	38
2020 Q3	$248K	Buy	1,610 +6	+0.4%	+$922	0.04%	38
2020 Q2	$234K	Buy	+1,604	New	+$215K	0.04%	39
2020 Q1	–	Sell	-1,594	Closed	-$264K	–	46
2019 Q4	$264K	Buy	+1,594	New	+$254K	0.06%	38

Other funds holding VB

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America

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

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

Jones Financial Companies

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return