Maxim Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Maxim Capital Management’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 Q2	$247K	Buy	+1,625	New	+$218K	0.22%	37

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 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

CSIA

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

Maxim Capital Management's VB Position: Q2 2020 in Review

Maxim Capital Management opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2020: 1,625 shares worth $247K. The stake represents 0.22% of the portfolio and ranks #37 among its holdings.

1,104 funds tracked by Wall St. Rank hold VB as of Q2 2020.

Maxim Capital Management held 1,625 shares of Vanguard Small-Cap ETF worth $247K as of Q2 2020.
Vanguard Small-Cap ETF was a new Maxim Capital Management position in Q2 2020.
Vanguard Small-Cap ETF made up 0.22% of Maxim Capital Management's portfolio in Q2 2020, its #37 holding.
1,104 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.