Resource Consulting Group’s Vanguard Small-Cap ETF VB Stock Holding History

Resource Consulting Group’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
2023 Q4	$325K	Hold	1,525	–	–	0.06%	53
2023 Q3	$288K	Hold	1,525	–	–	0.06%	46
2023 Q2	$303K	Hold	1,525	–	–	0.06%	55
2023 Q1	$289K	Hold	1,525	–	–	0.07%	27
2022 Q4	$280K	Hold	1,525	–	–	0.07%	29
2022 Q3	$261K	Hold	1,525	–	–	0.07%	38
2022 Q2	$269K	Sell	1,525 -65	-4%	-$12.6K	0.12%	50
2022 Q1	$338K	Buy	+1,590	New	+$335K	0.12%	59

Other funds holding VB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Resource Consulting Group's VB Position: Q4 2023 in Review

Resource Consulting Group held its Vanguard Small-Cap ETF (VB) position steady in Q4 2023 at 1,525 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #53.

Resource Consulting Group first reported a position in VB in Q1 2022 and has held it in 8 quarters since. The position peaked at $338K in Q1 2022. 1,871 funds tracked by Wall St. Rank hold VB as of Q4 2023.

Resource Consulting Group held 1,525 shares of Vanguard Small-Cap ETF worth $325K as of Q4 2023.
Resource Consulting Group left its Vanguard Small-Cap ETF share count unchanged in Q4 2023.
Vanguard Small-Cap ETF made up 0.06% of Resource Consulting Group's portfolio in Q4 2023, its #53 holding.
Resource Consulting Group first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 8 quarters since.
Resource Consulting Group's Vanguard Small-Cap ETF position peaked at $338K in Q1 2022.
1,871 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.