NWM
VB icon

Nauset Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nauset Wealth 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
2022
Q1 		$1.77M Buy
8,313
+1,616
+24% +$340K 1.41% 21
2021
Q4 		$1.51M Buy
+6,697
New +$1.52M 1.44% 20

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Nauset Wealth Management's VB Position: Q1 2022 in Review

Nauset Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q1 2022, buying an estimated $340K and bringing the position to 8,313 shares worth $1.77M. The position accounts for 1.41% of the portfolio, ranked #21.

Nauset Wealth Management first reported a position in VB in Q4 2021 and has held it in 2 quarters since. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

  • Nauset Wealth Management held 8,313 shares of Vanguard Morningstar Small-Cap ETF worth $1.77M as of Q1 2022.
  • Nauset Wealth Management bought 1,616 Vanguard Morningstar Small-Cap ETF shares in Q1 2022, an estimated $340K.
  • Vanguard Morningstar Small-Cap ETF made up 1.41% of Nauset Wealth Management's portfolio in Q1 2022, its #21 holding.
  • Nauset Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.