Permit Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Permit Capital Advisors’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	$823K	Buy	+3,880	New	+$817K	0.32%	49

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Permit Capital Advisors's VB Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2022: 3,880 shares worth $823K. The stake represents 0.32% of the portfolio and ranks #49 among its holdings.

1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

Permit Capital Advisors held 3,880 shares of Vanguard Morningstar Small-Cap ETF worth $823K as of Q1 2022.
Vanguard Morningstar Small-Cap ETF was a new Permit Capital Advisors position in Q1 2022.
Vanguard Morningstar Small-Cap ETF made up 0.32% of Permit Capital Advisors's portfolio in Q1 2022, its #49 holding.
1,597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.