H&H Retirement Design & Management’s Vanguard Small-Cap ETF VB Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-2,553	Closed	-$501K	–	92
2022 Q4	$501K	Sell	2,553 -367	-13%	-$68K	0.42%	42
2022 Q3	$505K	Sell	2,920 -100	-3%	-$18.9K	0.48%	38
2022 Q2	$588K	Buy	3,020 +482	+19%	+$93.1K	0.43%	42
2022 Q1	$524K	Sell	2,538 -1,156	-31%	-$243K	0.36%	38
2021 Q4	$754K	Sell	3,694 -14,716	-80%	-$3.34M	0.48%	37
2021 Q3	$4.07M	Buy	18,410 +167	+0.9%	+$37.1K	2.5%	19
2021 Q2	$4.03M	Sell	18,243 -835	-4%	-$185K	2.47%	18
2021 Q1	$4.18M	Buy	+19,078	New	+$4.02M	2.51%	18
2020 Q3	$2.79M	Sell	18,144 -20,433	-53%	-$3.14M	2.19%	19
2020 Q2	$5.62M	Sell	38,577 -371	-1%	-$49.8K	4.98%	6
2020 Q1	$4.5M	Buy	+38,948	New	+$5.85M	4.27%	10

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

H&H Retirement Design & Management's VB Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 2,553 shares — an estimated $501K sold.

H&H Retirement Design & Management first reported a position in VB in Q1 2020 and held it in 11 quarters. The position peaked at $5.62M in Q2 2020. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

H&H Retirement Design & Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 2,553 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $501K.
H&H Retirement Design & Management first reported a position in Vanguard Small-Cap ETF in Q1 2020 and held it in 11 quarters.
H&H Retirement Design & Management's Vanguard Small-Cap ETF position peaked at $5.62M in Q2 2020.
1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.