Sutton Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$1.12M	Buy	5,913 +26	+0.4%	+$5.18K	0.55%	35
2023 Q2	$1.17M	Sell	5,887 -730	-11%	-$138K	0.57%	32
2023 Q1	$1.25M	Sell	6,617 -437	-6%	-$84.7K	0.67%	29
2022 Q4	$1.29M	Sell	7,054 -745	-10%	-$138K	0.49%	37
2022 Q3	$1.33M	Buy	7,799 +16	+0.2%	+$3.02K	0.54%	33
2022 Q2	$1.37M	Buy	7,783 +38	+0.5%	+$7.34K	0.54%	34
2022 Q1	$1.65M	Buy	7,745 +144	+2%	+$30.3K	0.57%	35
2021 Q4	$1.72M	Buy	7,601 +869	+13%	+$197K	0.57%	35
2021 Q3	$1.47M	Buy	6,732 +270	+4%	+$60K	0.54%	38
2021 Q2	$1.46M	Buy	6,462 +1,313	+26%	+$291K	0.53%	39
2021 Q1	$1.1M	Buy	5,149 +950	+23%	+$200K	0.43%	42
2020 Q4	$817K	Buy	4,199 +32	+0.8%	+$5.64K	0.35%	50
2020 Q3	$641K	Buy	4,167 +177	+4%	+$27.2K	0.31%	56
2020 Q2	$581K	Buy	3,990 +2,338	+142%	+$314K	0.3%	57
2020 Q1	$191K	Buy	+1,652	New	+$248K	0.12%	133

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sutton Wealth Advisors's VB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.44% in Q3 2023, buying an estimated $5.18K and bringing the position to 5,913 shares worth $1.12M. The position accounts for 0.55% of the portfolio, ranked #35.

Sutton Wealth Advisors first reported a position in VB in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold VB as of Q3 2023.

Sutton Wealth Advisors held 5,913 shares of Vanguard Morningstar Small-Cap ETF worth $1.12M as of Q3 2023.
Sutton Wealth Advisors bought 26 Vanguard Morningstar Small-Cap ETF shares in Q3 2023, an estimated $5.18K.
Vanguard Morningstar Small-Cap ETF made up 0.55% of Sutton Wealth Advisors's portfolio in Q3 2023, its #35 holding.
Sutton Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 15 quarters since.
Sutton Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.72M in Q4 2021.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.