PW
VB icon

Peninsula Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Peninsula Wealth’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
Q4 		$8.94M Sell
37,198
-436
-1% -$107K 1.52% 14
2024
Q3 		$9.12M Sell
37,634
-1,034
-3% -$235K 1.59% 14
2024
Q2 		$8.73M Sell
38,668
-23,890
-38% -$5.25M 1.63% 15
2024
Q1 		$14.3M Sell
62,558
-20,872
-25% -$4.49M 2.85% 9
2023
Q4 		$17.8M Buy
83,430
+8,518
+11% +$1.64M 3.67% 7
2023
Q3 		$13.4M Sell
74,912
-55
-0.1% -$11K 3.13% 7
2023
Q2 		$14.9M Buy
74,967
+970
+1% +$183K 3.9% 6
2023
Q1 		$14M Buy
73,997
+581
+0.8% +$113K 4.05% 6
2022
Q4 		$13.5M Buy
73,416
+208
+0.3% +$38.6K 4.24% 6
2022
Q3 		$12.5M Buy
73,208
+400
+0.5% +$75.5K 4.42% 6
2022
Q2 		$12.8M Buy
72,808
+355
+0.5% +$68.6K 4.34% 6
2022
Q1 		$15.4M Buy
72,453
+819
+1% +$172K 4.39% 6
2021
Q4 		$16.2M Buy
71,634
+7,781
+12% +$1.77M 4.35% 6
2021
Q3 		$14M Buy
63,853
+239
+0.4% +$53.1K 4.43% 6
2021
Q2 		$14.3M Buy
63,614
+423
+0.7% +$93.7K 4.69% 6
2021
Q1 		$13.5M Buy
63,191
+262
+0.4% +$55.2K 4.85% 7
2020
Q4 		$12.3M Buy
62,929
+2,405
+4% +$424K 4.6% 8
2020
Q3 		$9.31M Sell
60,524
-327
-0.5% -$50.2K 3.99% 7
2020
Q2 		$8.87M Buy
60,851
+173
+0.3% +$23.2K 4.13% 7
2020
Q1 		$7M Sell
60,678
-1,346
-2% -$202K 3.92% 6
2019
Q4 		$10.3M Buy
62,024
+1,157
+2% +$184K 4.76% 6
2019
Q3 		$9.36M Buy
60,867
+162
+0.3% +$25.1K 4.68% 6
2019
Q2 		$9.52M Buy
60,705
+2,093
+4% +$323K 4.88% 6
2019
Q1 		$8.96M Sell
58,612
-2,689
-4% -$400K 4.95% 6
2018
Q4 		$8.09M Buy
61,301
+755
+1% +$110K 5.04% 6
2018
Q3 		$9.83M Buy
60,546
+347
+0.6% +$56.1K 5.3% 6
2018
Q2 		$9.37M Buy
60,199
+734
+1% +$112K 5.51% 5
2018
Q1 		$8.74M Buy
+59,465
New +$8.88M 5.21% 5

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Peninsula Wealth's VB Position: Q4 2024 in Review

Peninsula Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 1.2% in Q4 2024, selling an estimated $107K and leaving 37,198 shares worth $8.94M. The position accounts for 1.52% of the portfolio, ranked #14.

Peninsula Wealth first reported a position in VB in Q1 2018 and has held it in 28 quarters since. The position peaked at $17.8M in Q4 2023. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Peninsula Wealth held 37,198 shares of Vanguard Small-Cap ETF worth $8.94M as of Q4 2024.
  • Peninsula Wealth sold 436 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $107K.
  • Vanguard Small-Cap ETF made up 1.52% of Peninsula Wealth's portfolio in Q4 2024, its #14 holding.
  • Peninsula Wealth first reported a position in Vanguard Small-Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • Peninsula Wealth's Vanguard Small-Cap ETF position peaked at $17.8M in Q4 2023.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.