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Hochman Cole Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$5.22M Sell
23,884
-2,108
-8% -$469K 2.05% 12
2021
Q2 		$5.86M Sell
25,992
-876
-3% -$194K 2.34% 10
2021
Q1 		$5.75M Sell
26,868
-930
-3% -$196K 2.41% 10
2020
Q4 		$5.41M Sell
27,798
-1,838
-6% -$324K 2.33% 12
2020
Q3 		$4.56M Sell
29,636
-1,240
-4% -$190K 2.24% 13
2020
Q2 		$4.5M Sell
30,876
-42
-0.1% -$5.64K 2.48% 9
2020
Q1 		$3.57M Sell
30,918
-33
-0.1% -$4.96K 2.45% 9
2019
Q4 		$5.13M Sell
30,951
-1,724
-5% -$275K 2.79% 8
2019
Q3 		$5.03M Sell
32,675
-1,204
-4% -$187K 3.14% 7
2019
Q2 		$5.31M Sell
33,879
-858
-2% -$133K 3.16% 6
2019
Q1 		$5.31M Buy
34,737
+1,652
+5% +$246K 3.16% 6
2018
Q4 		$4.37M Buy
33,085
+44
+0.1% +$6.41K 3% 6
2018
Q3 		$5.37M Buy
33,041
+243
+0.7% +$39.3K 3.35% 6
2018
Q2 		$5.11M Buy
32,798
+754
+2% +$115K 3.36% 6
2018
Q1 		$4.71M Buy
32,044
+714
+2% +$107K 3.29% 6
2017
Q4 		$4.63M Buy
31,330
+308
+1% +$44.5K 2.92% 8
2017
Q3 		$4.38M Sell
31,022
-552
-2% -$75.2K 2.87% 7
2017
Q2 		$4.28M Buy
31,574
+88
+0.3% +$11.8K 2.96% 9
2017
Q1 		$4.2M Sell
31,486
-254
-0.8% -$33.6K 3.05% 7
2016
Q4 		$4.09M Buy
31,740
+367
+1% +$45.5K 2.97% 8
2016
Q3 		$3.83M Sell
31,373
-20,919
-40% -$2.53M 2.86% 10
2016
Q2 		$5.94M Buy
52,292
+26,078
+99% +$2.96M 4.87% 5
2016
Q1 		$2.92M Buy
26,214
+78
+0.3% +$8.08K 2.49% 13
2015
Q4 		$2.89M Buy
+26,136
New +$2.96M 2.45% 15

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hochman Cole Investment Advisors's VB Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.1% in Q3 2021, selling an estimated $469K and leaving 23,884 shares worth $5.22M. The position accounts for 2.05% of the portfolio, ranked #12.

Hochman Cole Investment Advisors first reported a position in VB in Q4 2015 and has held it in 24 quarters since. The position peaked at $5.94M in Q2 2016. 1,404 funds tracked by Wall St. Rank hold VB as of Q3 2021.

  • Hochman Cole Investment Advisors held 23,884 shares of Vanguard Morningstar Small-Cap ETF worth $5.22M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 2,108 Vanguard Morningstar Small-Cap ETF shares in Q3 2021, an estimated $469K.
  • Vanguard Morningstar Small-Cap ETF made up 2.05% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #12 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $5.94M in Q2 2016.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.