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Mirador Capital Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Mirador Capital Partners’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
2023
Q1 		– Sell
-1,151
Closed -$211K – 208
2022
Q4 		$211K Buy
+1,151
New +$213K 0.05% 180
2022
Q2 		– Sell
-1,315
Closed -$280K – 203
2022
Q1 		$280K Sell
1,315
-694
-35% -$146K 0.06% 181
2021
Q4 		$454K Sell
2,009
-103
-5% -$23.4K 0.1% 153
2021
Q3 		$462K Sell
2,112
-47
-2% -$10.4K 0.1% 142
2021
Q2 		$486K Sell
2,159
-354
-14% -$78.5K 0.11% 139
2021
Q1 		$538K Buy
2,513
+133
+6% +$28K 0.14% 115
2020
Q4 		$463K Buy
+2,380
New +$420K 0.13% 121
2020
Q1 		– Sell
-4,688
Closed -$776K – 170
2019
Q4 		$776K Buy
4,688
+1,126
+32% +$179K 0.31% 79
2019
Q3 		$548K Sell
3,562
-371
-9% -$57.5K 0.24% 93
2019
Q2 		$616K Sell
3,933
-3,244
-45% -$501K 0.3% 75
2019
Q1 		$1.1M Buy
7,177
+512
+8% +$76.1K 0.6% 56
2018
Q4 		$880K Sell
6,665
-165
-2% -$24K 0.54% 57
2018
Q3 		$1.11M Buy
6,830
+157
+2% +$25.4K 0.54% 62
2018
Q2 		$1.04M Sell
6,673
-109
-2% -$16.7K 0.57% 57
2018
Q1 		$1M Buy
6,782
+406
+6% +$60.6K 0.7% 45
2017
Q4 		$942K Buy
6,376
+735
+13% +$106K 0.52% 66
2017
Q3 		$805K Buy
5,641
+20
+0.4% +$2.73K 0.47% 66
2017
Q2 		$766K Buy
+5,621
New +$753K 0.47% 70

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $173B AUM 20.72% 1-Year Est. Return

Mirador Capital Partners's VB Position: Q1 2023 in Review

Mirador Capital Partners sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 1,151 shares — an estimated $211K sold.

Mirador Capital Partners first reported a position in VB in Q2 2017 and held it in 18 quarters. The position peaked at $1.11M in Q3 2018. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • Mirador Capital Partners reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Mirador Capital Partners sold 1,151 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $211K.
  • Mirador Capital Partners first reported a position in Vanguard Small-Cap ETF in Q2 2017 and held it in 18 quarters.
  • Mirador Capital Partners's Vanguard Small-Cap ETF position peaked at $1.11M in Q3 2018.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Mirador Capital Partners's 13F filing for Q1 2023, filed 14 Apr 2023.