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IAM Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

IAM Advisory’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
2021
Q3 		– Sell
-71,587
Closed -$16.1M – 101
2021
Q2 		$16.1M Buy
+71,587
New +$15.9M 2.12% 14

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IAM Advisory's VB Position: Q3 2021 in Review

IAM Advisory sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2021, closing a stake of 71,587 shares — an estimated $16.1M sold.

IAM Advisory first reported a position in VB in Q2 2021 and held it in 1 quarter. The position peaked at $16.1M in Q2 2021. 1,404 funds tracked by Wall St. Rank hold VB as of Q3 2021.

  • IAM Advisory reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 71,587 Vanguard Morningstar Small-Cap ETF shares in Q3 2021, an estimated $16.1M.
  • IAM Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $16.1M in Q2 2021.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.