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

Momentum 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
2022
Q4 		$3.66M Sell
19,930
-9
-0% -$1.67K 3.71% 6
2022
Q3 		$3.41M Hold
19,939
– – 3.77% 5
2022
Q2 		$3.51M Buy
+19,939
New +$3.85M 3.95% 5

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Momentum Advisors's VB Position: Q4 2022 in Review

Momentum Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 0.05% in Q4 2022, selling an estimated $1.67K and leaving 19,930 shares worth $3.66M. The position accounts for 3.71% of the portfolio, ranked #6.

Momentum Advisors first reported a position in VB in Q2 2022 and has held it in 3 quarters since. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

  • Momentum Advisors held 19,930 shares of Vanguard Small-Cap ETF worth $3.66M as of Q4 2022.
  • Momentum Advisors sold 9 Vanguard Small-Cap ETF shares in Q4 2022, an estimated $1.67K.
  • Vanguard Small-Cap ETF made up 3.71% of Momentum Advisors's portfolio in Q4 2022, its #6 holding.
  • Momentum Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.