Red Cedar Capital’s Vanguard Small-Cap ETF VB Stock Holding History

Red Cedar Capital’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 Q4	$24K	Hold	130	–	–	0.02%	107
2022 Q3	$22K	Buy	+130	New	+$24.5K	0.02%	107

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Red Cedar Capital's VB Position: Q4 2022 in Review

Red Cedar Capital held its Vanguard Small-Cap ETF (VB) position steady in Q4 2022 at 130 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #107.

Red Cedar Capital first reported a position in VB in Q3 2022 and has held it in 2 quarters since. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

Red Cedar Capital held 130 shares of Vanguard Small-Cap ETF worth $24K as of Q4 2022.
Red Cedar Capital left its Vanguard Small-Cap ETF share count unchanged in Q4 2022.
Vanguard Small-Cap ETF made up 0.02% of Red Cedar Capital's portfolio in Q4 2022, its #107 holding.
Red Cedar Capital first reported a position in Vanguard Small-Cap ETF in Q3 2022 and has held it in 2 quarters since.
1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.