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Landsberg Bennett & Dubbaneh’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Landsberg Bennett & Dubbaneh’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
Q3 		– Sell
-5,922
Closed -$1.33M – 296
2021
Q2 		$1.33M Buy
+5,922
New +$1.31M 0.17% 114

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 $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's VB Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2021, closing a stake of 5,922 shares — an estimated $1.33M sold.

Landsberg Bennett & Dubbaneh first reported a position in VB in Q2 2021 and held it in 1 quarter. The position peaked at $1.33M in Q2 2021. 1,404 funds tracked by Wall St. Rank hold VB as of Q3 2021.

  • Landsberg Bennett & Dubbaneh reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Landsberg Bennett & Dubbaneh sold 5,922 Vanguard Morningstar Small-Cap ETF shares in Q3 2021, an estimated $1.33M.
  • Landsberg Bennett & Dubbaneh first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Landsberg Bennett & Dubbaneh's Vanguard Morningstar Small-Cap ETF position peaked at $1.33M in Q2 2021.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.