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

Independence 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
2020
Q3 		$79K Hold
513
– – 0.02% 113
2020
Q2 		$75K Hold
513
– – 0.02% 112
2020
Q1 		$59K Hold
513
– – 0.02% 104
2019
Q4 		$85K Buy
+513
New +$81.7K 0.02% 113

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
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

Independence Advisors's VB Position: Q3 2020 in Review

Independence Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q3 2020 at 513 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #113.

Independence Advisors first reported a position in VB in Q4 2019 and has held it in 4 quarters since. The position peaked at $85K in Q4 2019. 1,113 funds tracked by Wall St. Rank hold VB as of Q3 2020.

  • Independence Advisors held 513 shares of Vanguard Small-Cap ETF worth $79K as of Q3 2020.
  • Independence Advisors left its Vanguard Small-Cap ETF share count unchanged in Q3 2020.
  • Vanguard Small-Cap ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #113 holding.
  • Independence Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's Vanguard Small-Cap ETF position peaked at $85K in Q4 2019.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.