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JBF Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

JBF Capital’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
2021
Q2 		– Sell
-20,000
Closed -$4.28M – 98
2021
Q1 		$4.28M Buy
+20,000
New +$4.21M 0.98% 15

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 $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JBF Capital's VB Position: Q2 2021 in Review

JBF Capital sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2021, closing a stake of 20,000 shares — an estimated $4.28M sold.

JBF Capital first reported a position in VB in Q1 2021 and held it in 1 quarter. The position peaked at $4.28M in Q1 2021. 1,391 funds tracked by Wall St. Rank hold VB as of Q2 2021.

  • JBF Capital reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • JBF Capital sold 20,000 Vanguard Morningstar Small-Cap ETF shares in Q2 2021, an estimated $4.28M.
  • JBF Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and held it in 1 quarter.
  • JBF Capital's Vanguard Morningstar Small-Cap ETF position peaked at $4.28M in Q1 2021.
  • 1,391 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2021.

Based on JBF Capital's 13F filing for Q2 2021, filed 13 Aug 2021.