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Surevest’s Vanguard Small-Cap ETF VB Stock Holding History

Surevest’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
Q3 		$47K Buy
275
+7
+3% +$1.32K 0.01% 190
2022
Q2 		$47K Sell
268
-268
-50% -$51.8K 0.01% 204
2022
Q1 		$114K Buy
536
+281
+110% +$59.2K 0.03% 154
2021
Q4 		$58K Buy
+255
New +$57.9K 0.01% 178

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Surevest's VB Position: Q3 2022 in Review

Surevest increased its Vanguard Small-Cap ETF (VB) stake by 2.6% in Q3 2022, buying an estimated $1.32K and bringing the position to 275 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #190.

Surevest first reported a position in VB in Q4 2021 and has held it in 4 quarters since. The position peaked at $114K in Q1 2022. 1,531 funds tracked by Wall St. Rank hold VB as of Q3 2022.

  • Surevest held 275 shares of Vanguard Small-Cap ETF worth $47K as of Q3 2022.
  • Surevest bought 7 Vanguard Small-Cap ETF shares in Q3 2022, an estimated $1.32K.
  • Vanguard Small-Cap ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #190 holding.
  • Surevest first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Vanguard Small-Cap ETF position peaked at $114K in Q1 2022.
  • 1,531 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.