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Kinloch Capital’s Vanguard Morningstar 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kinloch Capital's VB Position: Q1 2021 in Review

Kinloch Capital sold out of Vanguard Morningstar 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. 1,364 funds tracked by Wall St. Rank hold VB as of Q1 2021.

  • Kinloch Capital reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Kinloch Capital sold 134 Vanguard Morningstar Small-Cap ETF shares in Q1 2021, an estimated $26K.
  • Kinloch Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Kinloch Capital's Vanguard Morningstar Small-Cap ETF position peaked at $26K in Q4 2020.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2021.

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