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Spearhead Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Spearhead Capital 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
2020
Q2 		– Sell
-94,269
Closed -$10.9M – 164
2020
Q1 		$10.9M Buy
+94,269
New +$14.2M 3.14% 2

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Spearhead Capital Advisors's VB Position: Q2 2020 in Review

Spearhead Capital Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2020, closing a stake of 94,269 shares — an estimated $10.9M sold.

Spearhead Capital Advisors first reported a position in VB in Q1 2020 and held it in 1 quarter. The position peaked at $10.9M in Q1 2020. 1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

  • Spearhead Capital Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 94,269 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $10.9M.
  • Spearhead Capital Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Spearhead Capital Advisors's Vanguard Small-Cap ETF position peaked at $10.9M in Q1 2020.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on Spearhead Capital Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.