Legacy Bridge’s Vanguard Small-Cap ETF VB Stock Holding History

Legacy Bridge’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	-47	Closed	-$10K	–	326
2023 Q4	$10K	Hold	47	–	–	0.01%	254
2023 Q3	$8.89K	Hold	47	–	–	0.01%	254
2023 Q2	$9.35K	Hold	47	–	–	0.01%	258
2023 Q1	$8.91K	Hold	47	–	–	0.01%	260
2022 Q4	$8.63K	Hold	47	–	–	0.01%	266
2022 Q3	$8K	Hold	47	–	–	0.01%	251
2022 Q2	$8K	Hold	47	–	–	0.01%	258
2022 Q1	$10K	Hold	47	–	–	0.01%	265
2021 Q4	$11K	Hold	47	–	–	0.01%	271
2021 Q3	$10K	Hold	47	–	–	0.01%	263
2021 Q2	$11K	Hold	47	–	–	0.01%	260
2021 Q1	$10K	Hold	47	–	–	0.01%	263
2020 Q4	$9K	Hold	47	–	–	0.01%	262
2020 Q3	$7K	Hold	47	–	–	0.01%	264
2020 Q2	$7K	Hold	47	–	–	0.01%	263
2020 Q1	$5K	Hold	47	–	–	0.01%	266
2019 Q4	$8K	Hold	47	–	–	0.01%	263
2019 Q3	$7K	Hold	47	–	–	0.01%	265
2019 Q2	$7K	Hold	47	–	–	0.01%	285
2019 Q1	$7K	Hold	47	–	–	0.01%	290
2018 Q4	$6K	Buy	+47	New	+$6.84K	0.01%	212

Other funds holding VB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Legacy Bridge's VB Position: Q1 2024 in Review

Legacy Bridge sold out of Vanguard Small-Cap ETF (VB) in Q1 2024, closing a stake of 47 shares — an estimated $10K sold.

Legacy Bridge first reported a position in VB in Q4 2018 and held it in 21 quarters. The position peaked at $11K in Q4 2021. 1,892 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Legacy Bridge reported no remaining Vanguard Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Legacy Bridge sold 47 Vanguard Small-Cap ETF shares in Q1 2024, an estimated $10K.
Legacy Bridge first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 21 quarters.
Legacy Bridge's Vanguard Small-Cap ETF position peaked at $11K in Q4 2021.
1,892 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on Legacy Bridge's 13F filing for Q1 2024, filed 25 Apr 2024.