HA
VB icon

HYA Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

HYA 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
2022
Q2 		$246K Buy
1,395
+395
+40% +$76.3K 0.1% 128
2022
Q1 		$213K Buy
+1,000
New +$211K 0.07% 146

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HYA Advisors's VB Position: Q2 2022 in Review

HYA Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 40% in Q2 2022, buying an estimated $76.3K and bringing the position to 1,395 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #128.

HYA Advisors first reported a position in VB in Q1 2022 and has held it in 2 quarters since. 1,550 funds tracked by Wall St. Rank hold VB as of Q2 2022.

  • HYA Advisors held 1,395 shares of Vanguard Morningstar Small-Cap ETF worth $246K as of Q2 2022.
  • HYA Advisors bought 395 Vanguard Morningstar Small-Cap ETF shares in Q2 2022, an estimated $76.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of HYA Advisors's portfolio in Q2 2022, its #128 holding.
  • HYA Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 2 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.