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

MV 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	–	Sell	-11	Closed	-$1K	–	357
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	340
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	336
2019 Q3	$2K	Buy	+11	New	+$1.71K	﹤0.01%	353
2016 Q2	–	Sell	-241	Closed	-$27K	–	363
2016 Q1	$27K	Buy	+241	New	+$25K	0.01%	180

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

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

MV Capital Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

MV Capital Management first reported a position in VB in Q1 2016 and held it in 4 quarters. The position peaked at $27K in Q1 2016. 1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

MV Capital Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
MV Capital Management sold 11 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $1K.
MV Capital Management first reported a position in Vanguard Small-Cap ETF in Q1 2016 and held it in 4 quarters.
MV Capital Management's Vanguard Small-Cap ETF position peaked at $27K in Q1 2016.
1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on MV Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.