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Sargent Bickham Lagudis’s Vanguard Small-Cap ETF VB Stock Holding History

Sargent Bickham Lagudis’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 		$6.23M Sell
33,949
-1,279
-4% -$237K 0.51% 45
2022
Q3 		$6.02M Buy
35,228
+228
+0.7% +$43K 0.54% 41
2022
Q2 		$6.16M Buy
35,000
+916
+3% +$177K 0.53% 39
2022
Q1 		$7.24M Buy
34,084
+3,886
+13% +$818K 0.56% 38
2021
Q4 		$6.83M Sell
30,198
-173
-0.6% -$39.3K 0.52% 44
2021
Q3 		$6.64M Sell
30,371
-430
-1% -$95.6K 0.54% 43
2021
Q2 		$6.94M Buy
30,801
+31
+0.1% +$6.87K 0.57% 41
2021
Q1 		$6.59M Sell
30,770
-496
-2% -$104K 0.58% 42
2020
Q4 		$6.09M Buy
31,266
+340
+1% +$60K 0.56% 42
2020
Q3 		$4.76M Sell
30,926
-877
-3% -$135K 0.48% 51
2020
Q2 		$4.63M Sell
31,803
-751
-2% -$101K 0.5% 48
2020
Q1 		$3.76M Buy
32,554
+22,540
+225% +$3.39M 0.48% 48
2019
Q4 		$1.66M Sell
10,014
-688
-6% -$110K 0.18% 95
2019
Q3 		$1.65M Buy
10,702
+5
+0% +$775 0.2% 92
2019
Q2 		$1.68M Buy
10,697
+172
+2% +$26.6K 0.2% 92
2019
Q1 		$1.61M Buy
10,525
+117
+1% +$17.4K 0.19% 101
2018
Q4 		$1.37M Buy
10,408
+951
+10% +$138K 0.18% 99
2018
Q3 		$1.54M Sell
9,457
-188
-2% -$30.4K 0.18% 102
2018
Q2 		$1.5M Buy
9,645
+224
+2% +$34.3K 0.19% 98
2018
Q1 		$1.38M Sell
9,421
-808
-8% -$121K 0.17% 95
2017
Q4 		$1.51M Sell
10,229
-260
-2% -$37.6K 0.18% 105
2017
Q3 		$1.48M Buy
10,489
+314
+3% +$42.8K 0.18% 108
2017
Q2 		$1.38M Hold
10,175
– – 0.18% 111
2017
Q1 		$1.36M Sell
10,175
-130
-1% -$17.2K 0.18% 111
2016
Q4 		$1.33M Buy
10,305
+10,162
+7,106% +$1.26M 0.2% 105
2016
Q3 		$1.3K Sell
143
-10,327
-99% -$1.25M 0.2% 105
2016
Q2 		$1.21M Sell
10,470
-1,125
-10% -$128K 0.19% 106
2016
Q1 		$1.29M Buy
+11,595
New +$1.2M 0.21% 102

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

Sargent Bickham Lagudis's VB Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Vanguard Small-Cap ETF (VB) stake by 3.6% in Q4 2022, selling an estimated $237K and leaving 33,949 shares worth $6.23M. The position accounts for 0.51% of the portfolio, ranked #45.

Sargent Bickham Lagudis first reported a position in VB in Q1 2016 and has held it in 28 quarters since. The position peaked at $7.24M in Q1 2022. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

  • Sargent Bickham Lagudis held 33,949 shares of Vanguard Small-Cap ETF worth $6.23M as of Q4 2022.
  • Sargent Bickham Lagudis sold 1,279 Vanguard Small-Cap ETF shares in Q4 2022, an estimated $237K.
  • Vanguard Small-Cap ETF made up 0.51% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #45 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Small-Cap ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Vanguard Small-Cap ETF position peaked at $7.24M in Q1 2022.
  • 1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.