HC Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

HC Financial Advisors’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
2022 Q2	$57K	Buy	323 +77	+31%	+$14.9K	0.04%	122
2022 Q1	$52K	Hold	246	–	–	0.03%	129
2021 Q4	$56K	Hold	246	–	–	0.03%	133
2021 Q3	$54K	Hold	246	–	–	0.03%	127
2021 Q2	$55K	Hold	246	–	–	0.03%	127
2021 Q1	$53K	Hold	246	–	–	0.03%	128
2020 Q4	$48K	Hold	246	–	–	0.03%	140
2020 Q3	$38K	Hold	246	–	–	0.03%	138
2020 Q2	$36K	Hold	246	–	–	0.03%	130
2020 Q1	$28K	Buy	+246	New	+$37K	0.03%	147

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HC Financial Advisors's VB Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 31% in Q2 2022, buying an estimated $14.9K and bringing the position to 323 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #122.

HC Financial Advisors first reported a position in VB in Q1 2020 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold VB as of Q2 2022.

HC Financial Advisors held 323 shares of Vanguard Morningstar Small-Cap ETF worth $57K as of Q2 2022.
HC Financial Advisors bought 77 Vanguard Morningstar Small-Cap ETF shares in Q2 2022, an estimated $14.9K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #122 holding.
HC Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.