Equius Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Equius Partners’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 Q4	$793K	Buy	+4,323	New	+$801K	0.25%	12

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Equius Partners's VB Position: Q4 2022 in Review

Equius Partners opened a new position in Vanguard Small-Cap ETF (VB) in Q4 2022: 4,323 shares worth $793K. The stake represents 0.25% of the portfolio and ranks #12 among its holdings.

1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

Equius Partners held 4,323 shares of Vanguard Small-Cap ETF worth $793K as of Q4 2022.
Vanguard Small-Cap ETF was a new Equius Partners position in Q4 2022.
Vanguard Small-Cap ETF made up 0.25% of Equius Partners's portfolio in Q4 2022, its #12 holding.
1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.