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

First Capital Advisors 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
2023 Q2	$3.8K	Hold	19	–	–	﹤0.01%	697
2023 Q1	$3.62K	Hold	19	–	–	﹤0.01%	198
2022 Q4	$3.5K	Sell	19 -313	-94%	-$58K	﹤0.01%	209
2022 Q3	$57K	Buy	+332	New	+$62.7K	0.05%	157
2018 Q2	–	Sell	-17	Closed	-$2K	–	735
2018 Q1	$2K	Buy	+17	New	+$2.54K	﹤0.01%	753
2017 Q1	–	Sell	-2,860	Closed	-$369K	–	133
2016 Q4	$369K	Buy	+2,860	New	+$355K	0.34%	86

Other funds holding VB

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

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First Capital Advisors Group's VB Position: Q2 2023 in Review

First Capital Advisors Group held its Vanguard Small-Cap ETF (VB) position steady in Q2 2023 at 19 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

First Capital Advisors Group first reported a position in VB in Q4 2016 and has held it in 6 quarters since. The position peaked at $369K in Q4 2016. 1,670 funds tracked by Wall St. Rank hold VB as of Q2 2023.

First Capital Advisors Group held 19 shares of Vanguard Small-Cap ETF worth $3.8K as of Q2 2023.
First Capital Advisors Group left its Vanguard Small-Cap ETF share count unchanged in Q2 2023.
Vanguard Small-Cap ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #697 holding.
First Capital Advisors Group first reported a position in Vanguard Small-Cap ETF in Q4 2016 and has held it in 6 quarters since.
First Capital Advisors Group's Vanguard Small-Cap ETF position peaked at $369K in Q4 2016.
1,670 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.