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Lighthouse Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Lighthouse Financial Advisors’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 		$208K Sell
973
-116
-11% -$24.4K 0.06% 102
2020
Q4 		$212K Sell
1,089
-1,140
-51% -$201K 0.07% 108
2020
Q3 		$342K Sell
2,229
-60
-3% -$9.22K 0.13% 81
2020
Q2 		$298K Buy
+2,289
New +$307K 0.13% 83
2020
Q1 		– Sell
-2,554
Closed -$423K – 261
2019
Q4 		$423K Buy
+2,554
New +$407K 0.2% 63

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lighthouse Financial Advisors's VB Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 11% in Q1 2021, selling an estimated $24.4K and leaving 973 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #102.

Lighthouse Financial Advisors first reported a position in VB in Q4 2019 and has held it in 5 quarters since. The position peaked at $423K in Q4 2019. 1,362 funds tracked by Wall St. Rank hold VB as of Q1 2021.

  • Lighthouse Financial Advisors held 973 shares of Vanguard Small-Cap ETF worth $208K as of Q1 2021.
  • Lighthouse Financial Advisors sold 116 Vanguard Small-Cap ETF shares in Q1 2021, an estimated $24.4K.
  • Vanguard Small-Cap ETF made up 0.06% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #102 holding.
  • Lighthouse Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 5 quarters since.
  • Lighthouse Financial Advisors's Vanguard Small-Cap ETF position peaked at $423K in Q4 2019.
  • 1,362 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.