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Starfire Investment Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Starfire Investment Advisers’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 		$2.21M Buy
15,187
+5,363
+55% +$720K 1.06% 23
2020
Q1 		$1.13M Sell
9,824
-430
-4% -$64.6K 0.62% 45
2019
Q4 		$1.7M Buy
10,254
+116
+1% +$18.5K 0.65% 38
2019
Q3 		$1.56M Buy
10,138
+2
+0% +$310 0.64% 38
2019
Q2 		$1.59M Hold
10,136
– – 0.71% 36
2019
Q1 		$1.55M Hold
10,136
– – 0.71% 36
2018
Q4 		$1.34M Buy
10,136
+1,557
+18% +$227K 0.72% 38
2018
Q3 		$1.39M Buy
8,579
+130
+2% +$21K 0.69% 33
2018
Q2 		$1.31M Sell
8,449
-280
-3% -$42.8K 0.67% 36
2018
Q1 		$1.28M Buy
+8,729
New +$1.3M 0.67% 35
2017
Q4 		– Sell
-8,447
Closed -$1.19M – 220
2017
Q3 		$1.19M Sell
8,447
-178
-2% -$24.3K 0.72% 32
2017
Q2 		$1.17M Sell
8,625
-65
-0.7% -$8.71K 0.68% 36
2017
Q1 		$1.14M Sell
8,690
-60
-0.7% -$7.94K 0.62% 39
2016
Q4 		$1.13M Buy
8,750
+470
+6% +$58.3K 0.64% 37
2016
Q3 		$1.01M Hold
8,280
– – 0.6% 42
2016
Q2 		$958K Sell
8,280
-335
-4% -$38K 0.66% 38
2016
Q1 		$960K Buy
8,615
+595
+7% +$61.6K 0.63% 39
2015
Q4 		$887K Hold
8,020
– – 0.61% 43
2015
Q3 		$866K Sell
8,020
-40
-0.5% -$4.68K 0.63% 40
2015
Q2 		$979K Buy
8,060
+470
+6% +$57.7K 0.65% 40
2015
Q1 		$930K Buy
+7,590
New +$899K 0.61% 41

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Starfire Investment Advisers's VB Position: Q2 2020 in Review

Starfire Investment Advisers increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 55% in Q2 2020, buying an estimated $720K and bringing the position to 15,187 shares worth $2.21M. The position accounts for 1.06% of the portfolio, ranked #23.

Starfire Investment Advisers first reported a position in VB in Q1 2015 and has held it in 21 quarters since. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2020.

  • Starfire Investment Advisers held 15,187 shares of Vanguard Morningstar Small-Cap ETF worth $2.21M as of Q2 2020.
  • Starfire Investment Advisers bought 5,363 Vanguard Morningstar Small-Cap ETF shares in Q2 2020, an estimated $720K.
  • Vanguard Morningstar Small-Cap ETF made up 1.06% of Starfire Investment Advisers's portfolio in Q2 2020, its #23 holding.
  • Starfire Investment Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2015 and has held it in 21 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.