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

KerberRose 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
2022 Q2	$2.87M	Buy	+16,309	New	+$3.15M	2.34%	9

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KerberRose Wealth Management's VB Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2022: 16,309 shares worth $2.87M. The stake represents 2.34% of the portfolio and ranks #9 among its holdings.

1,550 funds tracked by Wall St. Rank hold VB as of Q2 2022.

KerberRose Wealth Management held 16,309 shares of Vanguard Morningstar Small-Cap ETF worth $2.87M as of Q2 2022.
Vanguard Morningstar Small-Cap ETF was a new KerberRose Wealth Management position in Q2 2022.
Vanguard Morningstar Small-Cap ETF made up 2.34% of KerberRose Wealth Management's portfolio in Q2 2022, its #9 holding.
1,550 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.