SFP
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Sterling Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-640
Closed -$140K – 383
2021
Q3 		$140K Buy
640
+70
+12% +$15.6K 0.09% 107
2021
Q2 		$128K Buy
570
+500
+714% +$111K 0.08% 106
2021
Q1 		$15K Hold
70
– – 0.01% 247
2020
Q4 		$14K Buy
+70
New +$12.3K 0.01% 238

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Sterling Financial Planning's VB Position: Q4 2021 in Review

Sterling Financial Planning sold out of Vanguard Small-Cap ETF (VB) in Q4 2021, closing a stake of 640 shares — an estimated $140K sold.

Sterling Financial Planning first reported a position in VB in Q4 2020 and held it in 4 quarters. The position peaked at $140K in Q3 2021. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

  • Sterling Financial Planning reported no remaining Vanguard Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 640 Vanguard Small-Cap ETF shares in Q4 2021, an estimated $140K.
  • Sterling Financial Planning first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Vanguard Small-Cap ETF position peaked at $140K in Q3 2021.
  • 1,612 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.