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

Retirement 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
2024 Q1	$7.75K	Hold	34	–	–	﹤0.01%	506
2023 Q4	$7.21K	Hold	34	–	–	﹤0.01%	488
2023 Q3	$6.36K	Hold	34	–	–	﹤0.01%	459
2023 Q2	$6.66K	Buy	34 +1	+3%	+$189	﹤0.01%	471
2023 Q1	$6K	Hold	33	–	–	﹤0.01%	475
2022 Q4	$6K	Buy	33 +2	+6%	+$371	﹤0.01%	426
2022 Q3	$5K	Sell	31 -37	-54%	-$6.99K	﹤0.01%	340
2022 Q2	$12K	Buy	68 +35	+106%	+$6.76K	0.01%	417
2022 Q1	$7K	Hold	33	–	–	﹤0.01%	515
2021 Q4	$7K	Hold	33	–	–	﹤0.01%	491
2021 Q3	$7K	Buy	33 +1	+3%	+$222	﹤0.01%	423
2021 Q2	$7K	Hold	32	–	–	﹤0.01%	456
2021 Q1	$7K	Sell	32 -35	-52%	-$7.37K	﹤0.01%	523
2020 Q4	$13K	Hold	67	–	–	0.01%	406
2020 Q3	$10K	Hold	67	–	–	0.01%	420
2020 Q2	$10K	Buy	+67	New	+$9K	0.01%	389
2019 Q4	$6K	Buy	+35	New	+$5.58K	﹤0.01%	437

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Retirement Group's VB Position: Q1 2024 in Review

Retirement Group held its Vanguard Small-Cap ETF (VB) position steady in Q1 2024 at 34 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Retirement Group first reported a position in VB in Q4 2019 and has held it in 17 quarters since. The position peaked at $13K in Q4 2020. 1,892 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Retirement Group held 34 shares of Vanguard Small-Cap ETF worth $7.75K as of Q1 2024.
Retirement Group left its Vanguard Small-Cap ETF share count unchanged in Q1 2024.
Vanguard Small-Cap ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #506 holding.
Retirement Group first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Vanguard Small-Cap ETF position peaked at $13K in Q4 2020.
1,892 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.