LifePlan Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

LifePlan Financial Group’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
2020 Q3	$421K	Buy	2,740 +245	+10%	+$37.6K	0.18%	86
2020 Q2	$364K	Buy	2,495 +1,625	+187%	+$218K	0.17%	89
2020 Q1	$100K	Buy	870 +732	+530%	+$110K	0.05%	164
2019 Q4	$23K	Buy	138 +75	+119%	+$11.9K	0.01%	332
2019 Q3	$10K	Sell	63 -22	-26%	-$3.41K	﹤0.01%	413
2019 Q2	$13K	Buy	85 +1	+1%	+$155	0.01%	385
2019 Q1	$13K	Buy	84 +17	+25%	+$2.53K	0.01%	386
2018 Q4	$9K	Sell	67 -157	-70%	-$22.9K	0.01%	398
2018 Q3	$36K	Buy	224 +26	+13%	+$4.21K	0.02%	275
2018 Q2	$31K	Buy	198 +65	+49%	+$9.94K	0.02%	282
2018 Q1	$19K	Buy	+133	New	+$19.9K	0.01%	324
2014 Q2	–	Sell	-66	Closed	-$7K	–	211
2014 Q1	$7K	Hold	66	–	–	0.01%	200
2013 Q4	$7K	Hold	66	–	–	﹤0.01%	182
2013 Q3	$7K	Hold	66	–	–	0.01%	163
2013 Q2	$6K	Buy	+66	New	+$6.11K	0.01%	141

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LifePlan Financial Group's VB Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Small-Cap ETF (VB) stake by 9.8% in Q3 2020, buying an estimated $37.6K and bringing the position to 2,740 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #86.

LifePlan Financial Group first reported a position in VB in Q2 2013 and has held it in 15 quarters since. 1,113 funds tracked by Wall St. Rank hold VB as of Q3 2020.

LifePlan Financial Group held 2,740 shares of Vanguard Small-Cap ETF worth $421K as of Q3 2020.
LifePlan Financial Group bought 245 Vanguard Small-Cap ETF shares in Q3 2020, an estimated $37.6K.
Vanguard Small-Cap ETF made up 0.18% of LifePlan Financial Group's portfolio in Q3 2020, its #86 holding.
LifePlan Financial Group first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 15 quarters since.
1,113 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.