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

Hoover 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
2021 Q2	$3.96M	Buy	17,584 +41	+0.2%	+$9.09K	0.71%	29
2021 Q1	$3.83M	Sell	17,543 -295	-2%	-$62.1K	0.72%	28
2020 Q4	$3.71M	Sell	17,838 -1,161	-6%	-$205K	0.93%	21
2020 Q3	$2.92M	Sell	18,999 -877	-4%	-$135K	0.96%	21
2020 Q2	$2.9M	Sell	19,876 -433	-2%	-$58.1K	1.11%	19
2020 Q1	$2.34M	Buy	20,309 +529	+3%	+$79.5K	1.3%	16
2019 Q4	$3.28M	Buy	19,780 +12,392	+168%	+$1.97M	1.6%	13
2019 Q3	$1.14M	Sell	7,388 -912	-11%	-$141K	1.01%	13
2019 Q2	$1.3M	Buy	8,300 +22	+0.3%	+$3.4K	1.19%	12
2019 Q1	$1.26M	Sell	8,278 -568	-6%	-$84.4K	1.21%	13
2018 Q4	$1.17M	Buy	+8,846	New	+$1.29M	1.29%	13

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

Hoover Financial Advisors's VB Position: Q2 2021 in Review

Hoover Financial Advisors increased its Vanguard Small-Cap ETF (VB) stake by 0.23% in Q2 2021, buying an estimated $9.09K and bringing the position to 17,584 shares worth $3.96M. The position accounts for 0.71% of the portfolio, ranked #29.

Hoover Financial Advisors first reported a position in VB in Q4 2018 and has held it in 11 quarters since. 1,390 funds tracked by Wall St. Rank hold VB as of Q2 2021.

Hoover Financial Advisors held 17,584 shares of Vanguard Small-Cap ETF worth $3.96M as of Q2 2021.
Hoover Financial Advisors bought 41 Vanguard Small-Cap ETF shares in Q2 2021, an estimated $9.09K.
Vanguard Small-Cap ETF made up 0.71% of Hoover Financial Advisors's portfolio in Q2 2021, its #29 holding.
Hoover Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 11 quarters since.
1,390 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.