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Investment House LLC’s Vanguard Small-Cap ETF VB Stock Holding History

Investment House LLC’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
2024
Q2 		– Sell
-2,539
Closed -$580K – 227
2024
Q1 		$580K Sell
2,539
-2,079
-45% -$447K 0.03% 156
2023
Q4 		$985K Buy
+4,618
New +$890K 0.07% 121

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Investment House LLC's VB Position: Q2 2024 in Review

Investment House LLC sold out of Vanguard Small-Cap ETF (VB) in Q2 2024, closing a stake of 2,539 shares — an estimated $580K sold.

Investment House LLC first reported a position in VB in Q4 2023 and held it in 2 quarters. The position peaked at $985K in Q4 2023. 1,915 funds tracked by Wall St. Rank hold VB as of Q2 2024.

  • Investment House LLC reported no remaining Vanguard Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Investment House LLC sold 2,539 Vanguard Small-Cap ETF shares in Q2 2024, an estimated $580K.
  • Investment House LLC first reported a position in Vanguard Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Investment House LLC's Vanguard Small-Cap ETF position peaked at $985K in Q4 2023.
  • 1,915 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2024.

Based on Investment House LLC's 13F filing for Q2 2024, filed 22 Jul 2024.