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People's United Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

People's United Financial’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
2022
Q1 		$4.32M Sell
20,328
-25,921
-56% -$5.46M 0.12% 154
2021
Q4 		$10.5M Sell
46,249
-24,320
-34% -$5.53M 0.25% 97
2021
Q3 		$15.4M Sell
70,569
-125
-0.2% -$27.8K 0.34% 79
2021
Q2 		$15.9M Buy
70,694
+2,727
+4% +$604K 0.36% 77
2021
Q1 		$14.6M Buy
67,967
+8,668
+15% +$1.83M 0.35% 76
2020
Q4 		$11.5M Buy
59,299
+8,305
+16% +$1.47M 0.29% 86
2020
Q3 		$7.84M Sell
50,994
-5,227
-9% -$803K 0.22% 105
2020
Q2 		$8.19M Sell
56,221
-54
-0.1% -$7.25K 0.24% 98
2020
Q1 		$6.5M Sell
56,275
-901
-2% -$135K 0.22% 101
2019
Q4 		$9.47M Buy
57,176
+2,778
+5% +$442K 0.26% 96
2019
Q3 		$8.37M Buy
54,398
+63
+0.1% +$9.77K 0.24% 96
2019
Q2 		$8.51M Buy
54,335
+3,855
+8% +$596K 0.23% 102
2019
Q1 		$7.71M Buy
50,480
+3,457
+7% +$514K 0.24% 94
2018
Q4 		$6.21M Sell
47,023
-4,847
-9% -$706K 0.22% 100
2018
Q3 		$8.43M Sell
51,870
-1,997
-4% -$323K 0.26% 85
2018
Q2 		$8.38M Sell
53,867
-13,895
-21% -$2.13M 0.22% 134
2018
Q1 		$9.96M Sell
67,762
-5,285
-7% -$789K 0.32% 79
2017
Q4 		$10.8M Buy
73,047
+1,928
+3% +$279K 0.34% 76
2017
Q3 		$10.1M Buy
71,119
+7,814
+12% +$1.06M 0.34% 77
2017
Q2 		$8.58M Sell
63,305
-3,007
-5% -$403K 0.29% 82
2017
Q1 		$8.84M Buy
66,312
+8,146
+14% +$1.08M 0.31% 83
2016
Q4 		$7.5M Buy
58,166
+5,396
+10% +$670K 0.28% 89
2016
Q3 		$6.45M Buy
52,770
+6,776
+15% +$820K 0.34% 79
2016
Q2 		$5.32M Buy
45,994
+5,460
+13% +$620K 0.29% 87
2016
Q1 		$4.52M Sell
40,534
-1,888
-4% -$196K 0.24% 95
2015
Q4 		$4.69M Buy
42,422
+21,053
+99% +$2.39M 0.25% 95
2015
Q3 		$2.31M Buy
21,369
+2,552
+14% +$298K 0.13% 144
2015
Q2 		$2.29M Buy
18,817
+2,457
+15% +$302K 0.12% 158
2015
Q1 		$2M Buy
16,360
+1,023
+7% +$121K 0.1% 170
2014
Q4 		$1.79M Buy
15,337
+1,523
+11% +$173K 0.09% 177
2014
Q3 		$1.53M Sell
13,814
-1,174
-8% -$134K 0.08% 195
2014
Q2 		$1.75M Sell
14,988
-950
-6% -$106K 0.09% 172
2014
Q1 		$1.8M Buy
15,938
+176
+1% +$19.5K 0.11% 149
2013
Q4 		$1.73M Buy
15,762
+4,169
+36% +$444K 0.1% 149
2013
Q3 		$1.19M Sell
11,593
-1,189
-9% -$119K 0.08% 173
2013
Q2 		$1.2M Buy
+12,782
New +$1.18M 0.08% 161

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

People's United Financial's VB Position: Q1 2022 in Review

People's United Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 56% in Q1 2022, selling an estimated $5.46M and leaving 20,328 shares worth $4.32M. The position accounts for 0.12% of the portfolio, ranked #154.

People's United Financial first reported a position in VB in Q2 2013 and has held it in 36 quarters since. The position peaked at $15.9M in Q2 2021. 1,598 funds tracked by Wall St. Rank hold VB as of Q1 2022.

  • People's United Financial held 20,328 shares of Vanguard Morningstar Small-Cap ETF worth $4.32M as of Q1 2022.
  • People's United Financial sold 25,921 Vanguard Morningstar Small-Cap ETF shares in Q1 2022, an estimated $5.46M.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of People's United Financial's portfolio in Q1 2022, its #154 holding.
  • People's United Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 36 quarters since.
  • People's United Financial's Vanguard Morningstar Small-Cap ETF position peaked at $15.9M in Q2 2021.
  • 1,598 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.