PJB
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Paul John Balson’s Vanguard Small-Cap ETF VB Stock Holding History

Paul John Balson’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
Q4 		$1.1M Buy
5,629
+3,258
+137% +$575K 0.23% 36
2020
Q3 		$365K Sell
2,371
-815
-26% -$125K 0.09% 59
2020
Q2 		$464K Buy
+3,186
New +$428K 0.17% 45

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

Paul John Balson's VB Position: Q4 2020 in Review

Paul John Balson increased its Vanguard Small-Cap ETF (VB) stake by 137% in Q4 2020, buying an estimated $575K and bringing the position to 5,629 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #36.

Paul John Balson first reported a position in VB in Q2 2020 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold VB as of Q4 2020.

  • Paul John Balson held 5,629 shares of Vanguard Small-Cap ETF worth $1.1M as of Q4 2020.
  • Paul John Balson bought 3,258 Vanguard Small-Cap ETF shares in Q4 2020, an estimated $575K.
  • Vanguard Small-Cap ETF made up 0.23% of Paul John Balson's portfolio in Q4 2020, its #36 holding.
  • Paul John Balson first reported a position in Vanguard Small-Cap ETF in Q2 2020 and has held it in 3 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.