Sanford Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

Sanford Advisory Services’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 Q4	$1.96M	Buy	+10,675	New	+$1.98M	0.47%	38
2021 Q4	–	Sell	-1,222	Closed	-$267K	–	115
2021 Q3	$267K	Hold	1,222	–	–	0.07%	93
2021 Q2	$275K	Hold	1,222	–	–	0.07%	90
2021 Q1	$262K	Buy	1,222 +37	+3%	+$7.79K	0.07%	91
2020 Q4	$231K	Buy	+1,185	New	+$209K	0.07%	87

Other funds holding VB

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sanford Advisory Services's VB Position: Q4 2022 in Review

Sanford Advisory Services opened a new position in Vanguard Small-Cap ETF (VB) in Q4 2022: 10,675 shares worth $1.96M. The stake represents 0.47% of the portfolio and ranks #38 among its holdings. This is a return to the name: Sanford Advisory Services previously reported a position in VB as recently as Q3 2021.

Sanford Advisory Services first reported a position in VB in Q4 2020 and has held it in 5 quarters since. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

Sanford Advisory Services held 10,675 shares of Vanguard Small-Cap ETF worth $1.96M as of Q4 2022.
Vanguard Small-Cap ETF was a new Sanford Advisory Services position in Q4 2022.
Vanguard Small-Cap ETF made up 0.47% of Sanford Advisory Services's portfolio in Q4 2022, its #38 holding.
Sanford Advisory Services first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 5 quarters since.
1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.