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Regent Peak Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-333
Closed -$65K – 949
2020
Q4 		$65K Buy
+333
New +$58.7K 0.02% 269

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regent Peak Wealth Advisors's VB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2021, closing a stake of 333 shares — an estimated $65K sold.

Regent Peak Wealth Advisors first reported a position in VB in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 1,362 funds tracked by Wall St. Rank hold VB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 333 Vanguard Small-Cap ETF shares in Q1 2021, an estimated $65K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard Small-Cap ETF position peaked at $65K in Q4 2020.
  • 1,362 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.