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Investors Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Investors Financial Group’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
Q1 		– Sell
-2,737
Closed -$619K – 175
2021
Q4 		$619K Buy
2,737
+135
+5% +$30.7K 0.29% 91
2021
Q3 		$569K Sell
2,602
-1
-0% -$222 0.3% 87
2021
Q2 		$586K Buy
2,603
+453
+21% +$100K 0.31% 87
2021
Q1 		$460K Buy
2,150
+546
+34% +$115K 0.27% 98
2020
Q4 		$312K Buy
+1,604
New +$283K 0.21% 123

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Investors Financial Group's VB Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2022, closing a stake of 2,737 shares — an estimated $619K sold.

Investors Financial Group first reported a position in VB in Q4 2020 and held it in 5 quarters. The position peaked at $619K in Q4 2021. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

  • Investors Financial Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 2,737 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $619K.
  • Investors Financial Group first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 5 quarters.
  • Investors Financial Group's Vanguard Small-Cap ETF position peaked at $619K in Q4 2021.
  • 1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.