Frontier Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Frontier Investment Management’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 Q2	$607K	Buy	4,166 +1,561	+60%	+$210K	0.04%	142
2020 Q1	$301K	Buy	2,605 +382	+17%	+$57.4K	0.02%	189
2019 Q4	$368K	Buy	2,223 +461	+26%	+$73.4K	0.02%	221
2019 Q3	$271K	Buy	+1,762	New	+$273K	0.02%	221
2019 Q2	–	Sell	-2,220	Closed	-$339K	–	284
2019 Q1	$339K	Buy	2,220 +92	+4%	+$13.7K	0.02%	191
2018 Q4	$281K	Buy	2,128 +737	+53%	+$107K	0.02%	198
2018 Q3	$226K	Buy	+1,391	New	+$225K	0.02%	230

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

CSIA

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

Frontier Investment Management's VB Position: Q2 2020 in Review

Frontier Investment Management increased its Vanguard Small-Cap ETF (VB) stake by 60% in Q2 2020, buying an estimated $210K and bringing the position to 4,166 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #142.

Frontier Investment Management first reported a position in VB in Q3 2018 and has held it in 7 quarters since. 1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

Frontier Investment Management held 4,166 shares of Vanguard Small-Cap ETF worth $607K as of Q2 2020.
Frontier Investment Management bought 1,561 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $210K.
Vanguard Small-Cap ETF made up 0.04% of Frontier Investment Management's portfolio in Q2 2020, its #142 holding.
Frontier Investment Management first reported a position in Vanguard Small-Cap ETF in Q3 2018 and has held it in 7 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.