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Kercheville Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kercheville 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
2024
Q1 		– Sell
-4,200
Closed -$896K – 94
2023
Q4 		$896K Buy
+4,200
New +$809K 0.5% 37

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kercheville Advisors's VB Position: Q1 2024 in Review

Kercheville Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2024, closing a stake of 4,200 shares — an estimated $896K sold.

Kercheville Advisors first reported a position in VB in Q4 2023 and held it in 1 quarter. The position peaked at $896K in Q4 2023. 1,893 funds tracked by Wall St. Rank hold VB as of Q1 2024.

  • Kercheville Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Kercheville Advisors sold 4,200 Vanguard Morningstar Small-Cap ETF shares in Q1 2024, an estimated $896K.
  • Kercheville Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Kercheville Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $896K in Q4 2023.
  • 1,893 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2024.

Based on Kercheville Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.