HVP
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Hudson Value Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Hudson Value Partners’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
2023
Q3 		– Sell
-1,015
Closed -$202K – 106
2023
Q2 		$202K Buy
+1,015
New +$192K 0.1% 105

Other funds holding VB

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hudson Value Partners's VB Position: Q3 2023 in Review

Hudson Value Partners sold out of Vanguard Small-Cap ETF (VB) in Q3 2023, closing a stake of 1,015 shares — an estimated $202K sold.

Hudson Value Partners first reported a position in VB in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 1,668 funds tracked by Wall St. Rank hold VB as of Q3 2023.

  • Hudson Value Partners reported no remaining Vanguard Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Hudson Value Partners sold 1,015 Vanguard Small-Cap ETF shares in Q3 2023, an estimated $202K.
  • Hudson Value Partners first reported a position in Vanguard Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Hudson Value Partners's Vanguard Small-Cap ETF position peaked at $202K in Q2 2023.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2023.

Based on Hudson Value Partners's 13F filing for Q3 2023, filed 2 Nov 2023.