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Sugarloaf Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Sugarloaf 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
2024
Q4 		$531K Hold
2,210
– – 0.1% 89
2024
Q3 		$524K Buy
2,210
+74
+3% +$16.8K 0.1% 89
2024
Q2 		$466K Buy
2,136
+30
+1% +$6.59K 0.09% 92
2024
Q1 		$481K Buy
2,106
+166
+9% +$35.7K 0.1% 89
2023
Q4 		$414K Buy
1,940
+1,545
+391% +$298K 0.1% 94
2023
Q3 		$74.8K Buy
395
+1
+0.3% +$199 0.02% 241
2023
Q2 		$78.4K Buy
394
+1
+0.3% +$189 0.02% 236
2023
Q1 		$74.5K Sell
393
-228
-37% -$44.2K 0.02% 234
2022
Q4 		$114K Buy
621
+1
+0.2% +$185 0.03% 183
2022
Q3 		$106K Buy
620
+1
+0.2% +$189 0.03% 189
2022
Q2 		$109K Buy
619
+2
+0.3% +$386 0.03% 178
2022
Q1 		$131K Hold
617
– – 0.03% 165
2021
Q4 		$139K Sell
617
-90
-13% -$20.5K 0.03% 163
2021
Q3 		$155K Buy
707
+1
+0.1% +$222 0.04% 151
2021
Q2 		$159K Sell
706
-285
-29% -$63.2K 0.04% 144
2021
Q1 		$141 Buy
991
+334
+51% +$70.4K 0.04% 150
2020
Q4 		$128K Buy
657
+4
+0.6% +$706 0.04% 153
2020
Q3 		$101K Buy
653
+2
+0.3% +$307 0.04% 159
2020
Q2 		$95K Buy
651
+1
+0.2% +$134 0.04% 167
2020
Q1 		$75K Buy
650
+3
+0.5% +$451 0.03% 175
2019
Q4 		$107K Buy
+647
New +$103K 0.05% 177

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sugarloaf Wealth Management's VB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q4 2024 at 2,210 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #89.

Sugarloaf Wealth Management first reported a position in VB in Q4 2019 and has held it in 21 quarters since. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Sugarloaf Wealth Management held 2,210 shares of Vanguard Small-Cap ETF worth $531K as of Q4 2024.
  • Sugarloaf Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q4 2024.
  • Vanguard Small-Cap ETF made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #89 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.