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Reynolds Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Reynolds Investment 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
2022
Q2 		$4.75M Sell
26,965
-373
-1% -$72K 1.69% 13
2022
Q1 		$5.81M Buy
+27,338
New +$5.75M 1.71% 12

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Reynolds Investment Management's VB Position: Q2 2022 in Review

Reynolds Investment Management reduced its Vanguard Small-Cap ETF (VB) stake by 1.4% in Q2 2022, selling an estimated $72K and leaving 26,965 shares worth $4.75M. The position accounts for 1.69% of the portfolio, ranked #13.

Reynolds Investment Management first reported a position in VB in Q1 2022 and has held it in 2 quarters since. The position peaked at $5.81M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold VB as of Q2 2022.

  • Reynolds Investment Management held 26,965 shares of Vanguard Small-Cap ETF worth $4.75M as of Q2 2022.
  • Reynolds Investment Management sold 373 Vanguard Small-Cap ETF shares in Q2 2022, an estimated $72K.
  • Vanguard Small-Cap ETF made up 1.69% of Reynolds Investment Management's portfolio in Q2 2022, its #13 holding.
  • Reynolds Investment Management first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 2 quarters since.
  • Reynolds Investment Management's Vanguard Small-Cap ETF position peaked at $5.81M in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.