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

Strategic 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
2022
Q1 		– Sell
-891
Closed -$201K – 37
2021
Q4 		$201K Buy
+891
New +$202K 0.14% 35

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
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
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

Strategic Financial Planning's VB Position: Q1 2022 in Review

Strategic Financial Planning sold out of Vanguard Small-Cap ETF (VB) in Q1 2022, closing a stake of 891 shares — an estimated $201K sold.

Strategic Financial Planning first reported a position in VB in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

  • Strategic Financial Planning reported no remaining Vanguard Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Financial Planning sold 891 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $201K.
  • Strategic Financial Planning first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Strategic Financial Planning's Vanguard Small-Cap ETF position peaked at $201K in Q4 2021.
  • 1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on Strategic Financial Planning's 13F filing for Q1 2022, filed 5 May 2022.