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Signify Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Signify Wealth’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
Q4 		$247K Buy
1,026
+88
+9% +$21.7K 0.28% 24
2024
Q3 		$223K Sell
938
-147
-14% -$33.4K 0.27% 27
2024
Q2 		$237K Buy
+1,085
New +$238K 0.34% 24

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Signify Wealth's VB Position: Q4 2024 in Review

Signify Wealth increased its Vanguard Small-Cap ETF (VB) stake by 9.4% in Q4 2024, buying an estimated $21.7K and bringing the position to 1,026 shares worth $247K. The position accounts for 0.28% of the portfolio, ranked #24.

Signify Wealth first reported a position in VB in Q2 2024 and has held it in 3 quarters since. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Signify Wealth held 1,026 shares of Vanguard Small-Cap ETF worth $247K as of Q4 2024.
  • Signify Wealth bought 88 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $21.7K.
  • Vanguard Small-Cap ETF made up 0.28% of Signify Wealth's portfolio in Q4 2024, its #24 holding.
  • Signify Wealth first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.