SVB Investment Services’s Vanguard Small-Cap ETF VB Stock Holding History

SVB Investment Services’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	$2.17M	Buy	10,219 +3,579	+54%	+$753K	1.35%	16
2021 Q4	$1.5M	Sell	6,640 -12	-0.2%	-$2.73K	1%	19
2021 Q3	$1.46M	Buy	6,652 +88	+1%	+$19.6K	0.97%	18
2021 Q2	$1.48M	Sell	6,564 -179	-3%	-$39.7K	0.99%	17
2021 Q1	$1.44M	Sell	6,743 -193	-3%	-$40.7K	1.15%	16
2020 Q4	$1.35M	Sell	6,936 -1,251	-15%	-$221K	1.05%	16
2020 Q3	$1.26M	Buy	8,187 +47	+0.6%	+$7.22K	1.07%	17
2020 Q2	$1.19M	Sell	8,140 -8,618	-51%	-$1.16M	1.09%	18
2020 Q1	$1.93M	Buy	16,758 +12,972	+343%	+$1.95M	1.68%	14
2019 Q4	$627K	Buy	+3,786	New	+$603K	0.59%	21

Other funds holding VB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

SVB Investment Services's VB Position: Q1 2022 in Review

SVB Investment Services increased its Vanguard Small-Cap ETF (VB) stake by 54% in Q1 2022, buying an estimated $753K and bringing the position to 10,219 shares worth $2.17M. The position accounts for 1.35% of the portfolio, ranked #16.

SVB Investment Services first reported a position in VB in Q4 2019 and has held it in 10 quarters since. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

SVB Investment Services held 10,219 shares of Vanguard Small-Cap ETF worth $2.17M as of Q1 2022.
SVB Investment Services bought 3,579 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $753K.
Vanguard Small-Cap ETF made up 1.35% of SVB Investment Services's portfolio in Q1 2022, its #16 holding.
SVB Investment Services first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 10 quarters since.
1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.