SPWM
VB icon

Spartan Planning & Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Spartan Planning & Wealth Management’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
2023
Q4 		$18.3K Buy
86
+49
+132% +$9.44K 0.02% 165
2023
Q3 		$7K Buy
+37
New +$7.37K 0.01% 110
2022
Q4 		$6.79K Hold
37
– – 0.01% 121
2022
Q3 		$6K Buy
37
+1
+3% +$189 0.01% 58
2022
Q2 		$6K Buy
36
+3
+9% +$579 0.01% 75
2022
Q1 		$7K Buy
+33
New +$6.95K 0.01% 116

Other funds holding VB

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spartan Planning & Wealth Management's VB Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 132% in Q4 2023, buying an estimated $9.44K and bringing the position to 86 shares worth $18.3K. The position accounts for 0.02% of the portfolio, ranked #165.

Spartan Planning & Wealth Management first reported a position in VB in Q1 2022 and has held it in 6 quarters since. 1,871 funds tracked by Wall St. Rank hold VB as of Q4 2023.

  • Spartan Planning & Wealth Management held 86 shares of Vanguard Small-Cap ETF worth $18.3K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 49 Vanguard Small-Cap ETF shares in Q4 2023, an estimated $9.44K.
  • Vanguard Small-Cap ETF made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #165 holding.
  • Spartan Planning & Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 6 quarters since.
  • 1,871 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.