Seven Post Investment Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Seven Post Investment Office’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 Q2	–	Sell	-10,918	Closed	-$2.5M	–	58
2024 Q1	$2.5M	Hold	10,918	–	–	0.61%	20
2023 Q4	$2.33M	Hold	10,918	–	–	0.59%	22
2023 Q3	$2.06M	Hold	10,918	–	–	0.57%	22
2023 Q2	$2.17M	Hold	10,918	–	–	0.66%	20
2023 Q1	$2.07M	Hold	10,918	–	–	0.75%	18
2022 Q4	$2M	Hold	10,918	–	–	0.7%	19
2022 Q3	$1.87M	Buy	+10,918	New	+$2.06M	0.73%	18
2022 Q2	–	Sell	-10,884	Closed	-$2.31M	–	54
2022 Q1	$2.31M	Hold	10,884	–	–	0.71%	18
2021 Q4	$2.46M	Hold	10,884	–	–	0.66%	18
2021 Q3	$2.38M	Buy	10,884 +1,771	+19%	+$394K	0.74%	17
2021 Q2	$2.05M	Hold	9,113	–	–	0.62%	17
2021 Q1	$1.95M	Buy	9,113 +7,284	+398%	+$1.53M	0.68%	16
2020 Q4	$356K	Buy	+1,829	New	+$323K	0.14%	32

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 $424B AUM 22.94% 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

Seven Post Investment Office's VB Position: Q2 2024 in Review

Seven Post Investment Office sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2024, closing a stake of 10,918 shares — an estimated $2.5M sold.

Seven Post Investment Office first reported a position in VB in Q4 2020 and held it in 13 quarters. The position peaked at $2.5M in Q1 2024. 1,916 funds tracked by Wall St. Rank hold VB as of Q2 2024.

Seven Post Investment Office reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Seven Post Investment Office sold 10,918 Vanguard Morningstar Small-Cap ETF shares in Q2 2024, an estimated $2.5M.
Seven Post Investment Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and held it in 13 quarters.
Seven Post Investment Office's Vanguard Morningstar Small-Cap ETF position peaked at $2.5M in Q1 2024.
1,916 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2024.

Based on Seven Post Investment Office's 13F filing for Q2 2024, filed 5 Aug 2024.