NFP
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Novak Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Novak Financial Planning’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
2021
Q2 		$3.03M Buy
13,443
+1,253
+10% +$278K 1.48% 19
2021
Q1 		$2.61M Sell
12,190
-307
-2% -$64.7K 1.43% 21
2020
Q4 		$2.43M Buy
+12,497
New +$2.2M 1.43% 21

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Novak Financial Planning's VB Position: Q2 2021 in Review

Novak Financial Planning increased its Vanguard Small-Cap ETF (VB) stake by 10% in Q2 2021, buying an estimated $278K and bringing the position to 13,443 shares worth $3.03M. The position accounts for 1.48% of the portfolio, ranked #19.

Novak Financial Planning first reported a position in VB in Q4 2020 and has held it in 3 quarters since. 1,390 funds tracked by Wall St. Rank hold VB as of Q2 2021.

  • Novak Financial Planning held 13,443 shares of Vanguard Small-Cap ETF worth $3.03M as of Q2 2021.
  • Novak Financial Planning bought 1,253 Vanguard Small-Cap ETF shares in Q2 2021, an estimated $278K.
  • Vanguard Small-Cap ETF made up 1.48% of Novak Financial Planning's portfolio in Q2 2021, its #19 holding.
  • Novak Financial Planning first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.