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Hatton Consulting’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hatton Consulting’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
Q3 		$6.98M Buy
31,903
+4,477
+16% +$995K 5.19% 6
2021
Q2 		$6.18M Buy
27,426
+256
+0.9% +$56.7K 4.84% 6
2021
Q1 		$5.82M Buy
+27,170
New +$5.72M 5.34% 6

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hatton Consulting's VB Position: Q3 2021 in Review

Hatton Consulting increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q3 2021, buying an estimated $995K and bringing the position to 31,903 shares worth $6.98M. The position accounts for 5.19% of the portfolio, ranked #6.

Hatton Consulting first reported a position in VB in Q1 2021 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold VB as of Q3 2021.

  • Hatton Consulting held 31,903 shares of Vanguard Morningstar Small-Cap ETF worth $6.98M as of Q3 2021.
  • Hatton Consulting bought 4,477 Vanguard Morningstar Small-Cap ETF shares in Q3 2021, an estimated $995K.
  • Vanguard Morningstar Small-Cap ETF made up 5.19% of Hatton Consulting's portfolio in Q3 2021, its #6 holding.
  • Hatton Consulting first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.