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Hayden Royal’s Vanguard Small-Cap ETF VB Stock Holding History

Hayden Royal’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
Q4 		– Sell
-2,048
Closed -$314K – 566
2020
Q3 		$314K Buy
2,048
+8
+0.4% +$1.23K 0.17% 137
2020
Q2 		$297K Buy
2,040
+78
+4% +$10.5K 0.17% 111
2020
Q1 		$226K Buy
1,962
+209
+12% +$31.4K 0.13% 185
2019
Q4 		$297K Sell
1,753
-39
-2% -$6.21K 0.15% 155
2019
Q3 		$276K Buy
1,792
+305
+21% +$47.3K 0.24% 133
2019
Q2 		$234K Buy
+1,487
New +$230K 0.25% 124
2019
Q1 		– Sell
-3,190
Closed -$421K – 210
2018
Q4 		$421K Buy
+3,190
New +$464K 0.22% 106

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hayden Royal's VB Position: Q4 2020 in Review

Hayden Royal sold out of Vanguard Small-Cap ETF (VB) in Q4 2020, closing a stake of 2,048 shares — an estimated $314K sold.

Hayden Royal first reported a position in VB in Q4 2018 and held it in 7 quarters. The position peaked at $421K in Q4 2018. 1,286 funds tracked by Wall St. Rank hold VB as of Q4 2020.

  • Hayden Royal reported no remaining Vanguard Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Hayden Royal sold 2,048 Vanguard Small-Cap ETF shares in Q4 2020, an estimated $314K.
  • Hayden Royal first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 7 quarters.
  • Hayden Royal's Vanguard Small-Cap ETF position peaked at $421K in Q4 2018.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.