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Private Portfolio Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Private Portfolio Partners’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 		$6.42M Buy
26,722
+74
+0.3% +$18.2K 1.18% 20
2024
Q3 		$6.32M Buy
+26,648
New +$6.06M 1.18% 19
2024
Q2 		– Sell
-25,249
Closed -$5.77M – 251
2024
Q1 		$5.77M Buy
25,249
+142
+0.6% +$30.5K 1.2% 19
2023
Q4 		$5.36M Buy
25,107
+137
+0.5% +$26.4K 1.23% 18
2023
Q3 		$4.72M Buy
24,970
+168
+0.7% +$33.5K 1.22% 18
2023
Q2 		$4.93M Sell
24,802
-6
-0% -$1.13K 1.27% 20
2023
Q1 		$4.7M Buy
24,808
+122
+0.5% +$23.7K 1.27% 19
2022
Q4 		$4.53M Sell
24,686
-641
-3% -$119K 1.19% 20
2022
Q3 		$4.33M Sell
25,327
-65
-0.3% -$12.3K 1.23% 17
2022
Q2 		$4.47M Sell
25,392
-65
-0.3% -$12.6K 1.25% 18
2022
Q1 		$5.41M Buy
25,457
+3
+0% +$632 1.34% 16
2021
Q4 		$5.75M Sell
25,454
-104
-0.4% -$23.6K 1.47% 13
2021
Q3 		$5.59M Sell
25,558
-159
-0.6% -$35.3K 1.6% 12
2021
Q2 		$5.79M Buy
25,717
+145
+0.6% +$32.1K 1.68% 11
2021
Q1 		$5.47M Buy
25,572
+318
+1% +$67K 1.78% 9
2020
Q4 		$4.92M Buy
25,254
+357
+1% +$63K 1.74% 11
2020
Q3 		$3.83M Buy
24,897
+2,421
+11% +$372K 1.55% 12
2020
Q2 		$3.27M Buy
22,476
+781
+4% +$105K 1.51% 14
2020
Q1 		$2.5M Buy
21,695
+409
+2% +$61.5K 1.33% 16
2019
Q4 		$3.53M Buy
21,286
+464
+2% +$73.9K 1.53% 13
2019
Q3 		$3.21M Buy
20,822
+717
+4% +$111K 1.51% 11
2019
Q2 		$3.15M Buy
20,105
+90
+0.4% +$13.9K 1.35% 12
2019
Q1 		$3.06M Buy
20,015
+708
+4% +$105K 1.61% 12
2018
Q4 		$2.55M Buy
+19,307
New +$2.81M 1.57% 13

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

Private Portfolio Partners's VB Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Small-Cap ETF (VB) stake by 0.28% in Q4 2024, buying an estimated $18.2K and bringing the position to 26,722 shares worth $6.42M. The position accounts for 1.18% of the portfolio, ranked #20.

Private Portfolio Partners first reported a position in VB in Q4 2018 and has held it in 24 quarters since. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Private Portfolio Partners held 26,722 shares of Vanguard Small-Cap ETF worth $6.42M as of Q4 2024.
  • Private Portfolio Partners bought 74 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $18.2K.
  • Vanguard Small-Cap ETF made up 1.18% of Private Portfolio Partners's portfolio in Q4 2024, its #20 holding.
  • Private Portfolio Partners first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.