Houlihan Financial Resource Group’s Vanguard Small-Cap ETF VB Stock Holding History

Houlihan Financial Resource Group’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 Q3	$120K	Buy	+686	New	+$105K	0.07%	120

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Houlihan Financial Resource Group's VB Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Vanguard Small-Cap ETF (VB) in Q3 2020: 686 shares worth $120K. The stake represents 0.07% of the portfolio and ranks #120 among its holdings.

1,113 funds tracked by Wall St. Rank hold VB as of Q3 2020.

Houlihan Financial Resource Group held 686 shares of Vanguard Small-Cap ETF worth $120K as of Q3 2020.
Vanguard Small-Cap ETF was a new Houlihan Financial Resource Group position in Q3 2020.
Vanguard Small-Cap ETF made up 0.07% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #120 holding.
1,113 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.