Silversage Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Silversage Advisors’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
2021 Q2	$200K	Buy	+888	New	+$197K	8.3%	6

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Silversage Advisors's VB Position: Q2 2021 in Review

Silversage Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2021: 888 shares worth $200K. The stake represents 8.3% of the portfolio and ranks #6 among its holdings.

1,391 funds tracked by Wall St. Rank hold VB as of Q2 2021.

Silversage Advisors held 888 shares of Vanguard Morningstar Small-Cap ETF worth $200K as of Q2 2021.
Vanguard Morningstar Small-Cap ETF was a new Silversage Advisors position in Q2 2021.
Vanguard Morningstar Small-Cap ETF made up 8.3% of Silversage Advisors's portfolio in Q2 2021, its #6 holding.
1,391 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2021.

Based on Silversage Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.