Financial Partners Group (Kansas)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Partners Group (Kansas)’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
2021 Q4	–	Sell	-1,238	Closed	-$271K	–	167
2021 Q3	$271K	Buy	1,238 +328	+36%	+$72.9K	0.06%	138
2021 Q2	$205K	Buy	+910	New	+$202K	0.05%	144
2020 Q1	–	Sell	-15,978	Closed	-$2.65M	–	86
2019 Q4	$2.65M	Buy	15,978 +13,175	+470%	+$2.1M	1.03%	23
2019 Q3	$431K	Buy	2,803 +3	+0.1%	+$465	0.19%	48
2019 Q2	$439K	Sell	2,800 -206	-7%	-$31.8K	0.21%	48
2019 Q1	$459K	Buy	3,006 +100	+3%	+$14.9K	0.25%	52
2018 Q4	$384K	Buy	2,906 +3	+0.1%	+$437	0.25%	51
2018 Q3	$472K	Hold	2,903	–	–	0.31%	49
2018 Q2	$452K	Buy	2,903 +1	+0%	+$153	0.33%	51
2018 Q1	$426K	Sell	2,902 -294	-9%	-$43.9K	0.33%	54
2017 Q4	$472K	Buy	+3,196	New	+$462K	0.37%	51

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CSIA

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

Financial Partners Group (Kansas)'s VB Position: Q4 2021 in Review

Financial Partners Group (Kansas) sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2021, closing a stake of 1,238 shares — an estimated $271K sold.

Financial Partners Group (Kansas) first reported a position in VB in Q4 2017 and held it in 11 quarters. The position peaked at $2.65M in Q4 2019. 1,613 funds tracked by Wall St. Rank hold VB as of Q4 2021.

Financial Partners Group (Kansas) reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 1,238 Vanguard Morningstar Small-Cap ETF shares in Q4 2021, an estimated $271K.
Financial Partners Group (Kansas) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and held it in 11 quarters.
Financial Partners Group (Kansas)'s Vanguard Morningstar Small-Cap ETF position peaked at $2.65M in Q4 2019.
1,613 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2021, filed 10 Feb 2022.