New Potomac Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

New Potomac 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
2024 Q3	$83K	Buy	+350	New	+$79.5K	0.04%	106

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

New Potomac Partners's VB Position: Q3 2024 in Review

New Potomac Partners opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2024: 350 shares worth $83K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings.

1,976 funds tracked by Wall St. Rank hold VB as of Q3 2024.

New Potomac Partners held 350 shares of Vanguard Morningstar Small-Cap ETF worth $83K as of Q3 2024.
Vanguard Morningstar Small-Cap ETF was a new New Potomac Partners position in Q3 2024.
Vanguard Morningstar Small-Cap ETF made up 0.04% of New Potomac Partners's portfolio in Q3 2024, its #106 holding.
1,976 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.