Hefren-Tillotson’s Vanguard Small-Cap ETF VB Stock Holding History

Hefren-Tillotson’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 Q2	–	Sell	-1,694	Closed	-$363K	–	13
2021 Q1	$363K	Buy	+1,694	New	+$357K	0.08%	12

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

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

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

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

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

Hefren-Tillotson's VB Position: Q2 2021 in Review

Hefren-Tillotson sold out of Vanguard Small-Cap ETF (VB) in Q2 2021, closing a stake of 1,694 shares — an estimated $363K sold.

Hefren-Tillotson first reported a position in VB in Q1 2021 and held it in 1 quarter. The position peaked at $363K in Q1 2021. 1,390 funds tracked by Wall St. Rank hold VB as of Q2 2021.

Hefren-Tillotson reported no remaining Vanguard Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Hefren-Tillotson sold 1,694 Vanguard Small-Cap ETF shares in Q2 2021, an estimated $363K.
Hefren-Tillotson first reported a position in Vanguard Small-Cap ETF in Q1 2021 and held it in 1 quarter.
Hefren-Tillotson's Vanguard Small-Cap ETF position peaked at $363K in Q1 2021.
1,390 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2021.

Based on Hefren-Tillotson's 13F filing for Q2 2021, filed 14 Jul 2021.