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

IndexIQ 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
Q2 		– Sell
-24,411
Closed -$2.82M – 1088
2020
Q1 		$2.82M Sell
24,411
-8,472
-26% -$1.27M 0.13% 84
2019
Q4 		$5.45M Buy
32,883
+9,928
+43% +$1.58M 0.19% 76
2019
Q3 		$3.53M Buy
22,955
+2,640
+13% +$409K 0.13% 123
2019
Q2 		$3.18M Sell
20,315
-5,564
-22% -$860K 0.1% 159
2019
Q1 		$3.95M Buy
25,879
+13,462
+108% +$2M 0.12% 149
2018
Q4 		$1.64M Buy
12,417
+3,220
+35% +$469K 0.05% 296
2018
Q3 		$1.5M Buy
+9,197
New +$1.49M 0.05% 403

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

IndexIQ Advisors's VB Position: Q2 2020 in Review

IndexIQ Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2020, closing a stake of 24,411 shares — an estimated $2.82M sold.

IndexIQ Advisors first reported a position in VB in Q3 2018 and held it in 7 quarters. The position peaked at $5.45M in Q4 2019. 1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

  • IndexIQ Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 24,411 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $2.82M.
  • IndexIQ Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2018 and held it in 7 quarters.
  • IndexIQ Advisors's Vanguard Small-Cap ETF position peaked at $5.45M in Q4 2019.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on IndexIQ Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.