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NWK Group’s Vanguard Small-Cap ETF VB Stock Holding History

NWK Group’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
Q1 		– Sell
-11
Closed -$2K – 215
2020
Q4 		$2K Hold
11
– – ﹤0.01% 197
2020
Q3 		$2K Hold
11
– – ﹤0.01% 162
2020
Q2 		$2K Hold
11
– – ﹤0.01% 243
2020
Q1 		$1K Buy
+11
New +$1.65K ﹤0.01% 156

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NWK Group's VB Position: Q1 2021 in Review

NWK Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2021, closing a stake of 11 shares — an estimated $2K sold.

NWK Group first reported a position in VB in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 1,362 funds tracked by Wall St. Rank hold VB as of Q1 2021.

  • NWK Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • NWK Group sold 11 Vanguard Small-Cap ETF shares in Q1 2021, an estimated $2K.
  • NWK Group first reported a position in Vanguard Small-Cap ETF in Q1 2020 and held it in 4 quarters.
  • NWK Group's Vanguard Small-Cap ETF position peaked at $2K in Q4 2020.
  • 1,362 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2021.

Based on NWK Group's 13F filing for Q1 2021, filed 14 May 2021.