Grey Street Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Grey Street Capital’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 Q1	$1.32M	Buy	+5,786	New	+$1.24M	0.18%	139

Other funds holding VB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Grey Street Capital's VB Position: Q1 2024 in Review

Grey Street Capital opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2024: 5,786 shares worth $1.32M. The stake represents 0.18% of the portfolio and ranks #139 among its holdings.

1,895 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Grey Street Capital held 5,786 shares of Vanguard Morningstar Small-Cap ETF worth $1.32M as of Q1 2024.
Vanguard Morningstar Small-Cap ETF was a new Grey Street Capital position in Q1 2024.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Grey Street Capital's portfolio in Q1 2024, its #139 holding.
1,895 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.