Janiczek Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Janiczek Wealth Management’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	$544K	Hold	2,494	–	–	0.11%	82
2024 Q1	$570K	Buy	2,494 +1,859	+293%	+$400K	0.12%	78
2023 Q4	$135K	Buy	635 +260	+69%	+$50.1K	0.03%	227
2023 Q3	$70.9K	Buy	+375	New	+$74.7K	0.02%	314
2022 Q4	–	Sell	-4	Closed	-$1K	–	1078
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	882
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	916
2022 Q1	$1K	Sell	4 -2	-33%	-$421	﹤0.01%	908
2021 Q4	$1K	Buy	6 +2	+50%	+$454	﹤0.01%	967
2021 Q3	$1K	Buy	+4	New	+$889	﹤0.01%	936
2020 Q3	–	Sell	-15	Closed	-$2K	–	726
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	310
2020 Q1	$2K	Sell	15 -44	-75%	-$6.61K	﹤0.01%	135
2019 Q4	$10K	Sell	59 -9	-13%	-$1.43K	﹤0.01%	112
2019 Q3	$11K	Sell	68 -462	-87%	-$71.6K	0.01%	110
2019 Q2	$83K	Buy	530 +123	+30%	+$19K	0.04%	57
2019 Q1	$62K	Hold	407	–	–	0.03%	70
2018 Q4	$54K	Buy	407 +391	+2,444%	+$56.9K	0.03%	75
2018 Q3	$3K	Hold	16	–	–	﹤0.01%	119
2018 Q2	$3K	Buy	+16	New	+$2.45K	﹤0.01%	122

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Janiczek Wealth Management's VB Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q2 2024 at 2,494 shares worth $544K. The position accounts for 0.11% of the portfolio, ranked #82.

Janiczek Wealth Management first reported a position in VB in Q2 2018 and has held it in 18 quarters since. The position peaked at $570K in Q1 2024. 1,915 funds tracked by Wall St. Rank hold VB as of Q2 2024.

Janiczek Wealth Management held 2,494 shares of Vanguard Small-Cap ETF worth $544K as of Q2 2024.
Janiczek Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q2 2024.
Vanguard Small-Cap ETF made up 0.11% of Janiczek Wealth Management's portfolio in Q2 2024, its #82 holding.
Janiczek Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2018 and has held it in 18 quarters since.
Janiczek Wealth Management's Vanguard Small-Cap ETF position peaked at $570K in Q1 2024.
1,915 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.