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

Ironsides Asset 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
-2,020
Closed -$233K – 82
2020
Q1 		$233K Hold
2,020
– – 0.14% 59
2019
Q4 		$335K Hold
2,020
– – 0.1% 77
2019
Q3 		$311K Hold
2,020
– – 0.1% 82
2019
Q2 		$316K Hold
2,020
– – 0.11% 76
2019
Q1 		$309K Hold
2,020
– – 0.1% 77
2018
Q4 		$267K Hold
2,020
– – 0.1% 76
2018
Q3 		$328K Hold
2,020
– – 0.1% 89
2018
Q2 		$314K Hold
2,020
– – 0.11% 89
2018
Q1 		$297K Hold
2,020
– – 0.11% 80
2017
Q4 		$299K Sell
2,020
-2,000
-50% -$289K 0.12% 77
2017
Q3 		$568K Buy
4,020
+2,000
+99% +$273K 0.23% 56
2017
Q2 		$274K Sell
2,020
-25
-1% -$3.35K 0.12% 79
2017
Q1 		$270K Sell
2,045
-264
-11% -$34.9K 0.12% 69
2016
Q4 		$298K Buy
2,309
+72
+3% +$8.94K 0.08% 126
2016
Q3 		$273K Buy
2,237
+1
+0% +$121 0.07% 139
2016
Q2 		$259K Sell
2,236
-9,197
-80% -$1.04M 0.08% 128
2016
Q1 		$1.27M Buy
11,433
+875
+8% +$90.6K 0.32% 67
2015
Q4 		$1.17M Sell
10,558
-2,431
-19% -$276K 0.31% 65
2015
Q3 		$1.43M Sell
12,989
-2,500
-16% -$292K 0.4% 53
2015
Q2 		$1.88M Hold
15,489
– – 0.53% 42
2015
Q1 		$1.9M Hold
15,489
– – 0.51% 44
2014
Q4 		$1.81M Sell
15,489
-3,189
-17% -$363K 0.5% 49
2014
Q3 		$2.07M Buy
18,678
+72
+0.4% +$8.25K 0.6% 39
2014
Q2 		$2.18M Buy
+18,606
New +$2.08M 0.63% 34

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

Ironsides Asset Advisors's VB Position: Q2 2020 in Review

Ironsides Asset Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2020, closing a stake of 2,020 shares — an estimated $233K sold.

Ironsides Asset Advisors first reported a position in VB in Q2 2014 and held it in 24 quarters. The position peaked at $2.18M in Q2 2014. 1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

  • Ironsides Asset Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Ironsides Asset Advisors sold 2,020 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $233K.
  • Ironsides Asset Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2014 and held it in 24 quarters.
  • Ironsides Asset Advisors's Vanguard Small-Cap ETF position peaked at $2.18M in Q2 2014.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

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