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Hilltop Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hilltop Wealth 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
2023
Q2 		– Sell
-12,115
Closed -$2.3M – 41
2023
Q1 		$2.3M Buy
12,115
+467
+4% +$90.6K 1.85% 12
2022
Q4 		$2.14M Sell
11,648
-167
-1% -$31K 1.81% 12
2022
Q3 		$2.02M Buy
+11,815
New +$2.23M 2.08% 13

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

Hilltop Wealth Advisors's VB Position: Q2 2023 in Review

Hilltop Wealth Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2023, closing a stake of 12,115 shares — an estimated $2.3M sold.

Hilltop Wealth Advisors first reported a position in VB in Q3 2022 and held it in 3 quarters. The position peaked at $2.3M in Q1 2023. 1,673 funds tracked by Wall St. Rank hold VB as of Q2 2023.

  • Hilltop Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Hilltop Wealth Advisors sold 12,115 Vanguard Morningstar Small-Cap ETF shares in Q2 2023, an estimated $2.3M.
  • Hilltop Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and held it in 3 quarters.
  • Hilltop Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.3M in Q1 2023.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2023.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.