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

Kinloch 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 Q1	–	Sell	-134	Closed	-$26K	–	196
2020 Q4	$26K	Buy	+134	New	+$23.6K	0.02%	136

Other funds holding VB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Kinloch Capital's VB Position: Q1 2021 in Review

Kinloch Capital sold out of Vanguard Small-Cap ETF (VB) in Q1 2021, closing a stake of 134 shares — an estimated $26K sold.

Kinloch Capital first reported a position in VB in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 1,362 funds tracked by Wall St. Rank hold VB as of Q1 2021.

Kinloch Capital reported no remaining Vanguard Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
Kinloch Capital sold 134 Vanguard Small-Cap ETF shares in Q1 2021, an estimated $26K.
Kinloch Capital first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 1 quarter.
Kinloch Capital's Vanguard Small-Cap ETF position peaked at $26K in Q4 2020.
1,362 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2021.

Based on Kinloch Capital's 13F filing for Q1 2021, filed 11 May 2021.