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Horan Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Horan Capital 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
2020
Q4 		– Sell
-31
Closed -$5K – 271
2020
Q3 		$5K Buy
+31
New +$4.76K ﹤0.01% 277
2020
Q1 		– Sell
-31
Closed -$5K – 243
2019
Q4 		$5K Hold
31
– – ﹤0.01% 243
2019
Q3 		$5K Buy
+31
New +$4.81K ﹤0.01% 249
2019
Q2 		– Sell
-31
Closed -$5K – 232
2019
Q1 		$5K Buy
+31
New +$4.61K ﹤0.01% 235
2017
Q4 		– Sell
-31
Closed -$4K – 261
2017
Q3 		$4K Buy
+31
New +$4.22K ﹤0.01% 292

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

Horan Capital Advisors's VB Position: Q4 2020 in Review

Horan Capital Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2020, closing a stake of 31 shares — an estimated $5K sold.

Horan Capital Advisors first reported a position in VB in Q3 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2020. 1,286 funds tracked by Wall St. Rank hold VB as of Q4 2020.

  • Horan Capital Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 31 Vanguard Small-Cap ETF shares in Q4 2020, an estimated $5K.
  • Horan Capital Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2017 and held it in 5 quarters.
  • Horan Capital Advisors's Vanguard Small-Cap ETF position peaked at $5K in Q3 2020.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.