Resource Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Resource Management’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 Q4	$1.02M	Buy	4,498 +71	+2%	+$16.1K	0.1%	66
2021 Q3	$968K	Buy	4,427 +1,106	+33%	+$246K	0.11%	65
2021 Q2	$748K	Buy	3,321 +1,048	+46%	+$232K	0.09%	78
2021 Q1	$487K	Buy	2,273 +1,043	+85%	+$220K	0.06%	106
2020 Q4	$239K	Buy	+1,230	New	+$217K	0.03%	153

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Resource Management's VB Position: Q4 2021 in Review

Resource Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q4 2021, buying an estimated $16.1K and bringing the position to 4,498 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #66.

Resource Management first reported a position in VB in Q4 2020 and has held it in 5 quarters since. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

Resource Management held 4,498 shares of Vanguard Morningstar Small-Cap ETF worth $1.02M as of Q4 2021.
Resource Management bought 71 Vanguard Morningstar Small-Cap ETF shares in Q4 2021, an estimated $16.1K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Resource Management's portfolio in Q4 2021, its #66 holding.
Resource Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 5 quarters since.
1,612 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.