Tallon Kerry Patrick’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tallon Kerry Patrick’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	$772K	Buy	+3,217	New	+$792K	0.74%	33

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tallon Kerry Patrick's VB Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2024: 3,217 shares worth $772K. The stake represents 0.74% of the portfolio and ranks #33 among its holdings.

2,187 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Tallon Kerry Patrick held 3,217 shares of Vanguard Morningstar Small-Cap ETF worth $772K as of Q4 2024.
Vanguard Morningstar Small-Cap ETF was a new Tallon Kerry Patrick position in Q4 2024.
Vanguard Morningstar Small-Cap ETF made up 0.74% of Tallon Kerry Patrick's portfolio in Q4 2024, its #33 holding.
2,187 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.