Householder Group Estate & Retirement Specialist’s Vanguard Small-Cap ETF VB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$8K	Sell	35 -708	-95%	-$174K	0.01%	396
2024 Q3	$176K	Sell	743 -52	-7%	-$11.8K	0.05%	267
2024 Q2	$173K	Buy	795 +4	+0.5%	+$878	0.05%	261
2024 Q1	$181K	Sell	791 -41	-5%	-$8.82K	0.05%	254
2023 Q4	$177K	Buy	832 +113	+16%	+$21.8K	0.06%	254
2023 Q3	$136K	Buy	+719	New	+$143K	0.05%	264
2023 Q1	$137K	Buy	+724	New	+$140K	0.05%	240
2022 Q4	–	Sell	-634	Closed	-$108K	–	1098
2022 Q3	$108K	Buy	+634	New	+$120K	0.04%	253

Other funds holding VB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Small-Cap ETF (VB) stake by 95% in Q4 2024, selling an estimated $174K and leaving 35 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #396.

Householder Group Estate & Retirement Specialist first reported a position in VB in Q3 2022 and has held it in 8 quarters since. The position peaked at $181K in Q1 2024. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Householder Group Estate & Retirement Specialist held 35 shares of Vanguard Small-Cap ETF worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 708 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $174K.
Vanguard Small-Cap ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #396 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Small-Cap ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Small-Cap ETF position peaked at $181K in Q1 2024.
2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.