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TAP Consulting’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

TAP Consulting’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 		$365K Buy
1,519
+9
+0.6% +$2.21K 0.07% 125
2024
Q3 		$358K Sell
1,510
-9
-0.6% -$2.04K 0.07% 128
2024
Q2 		$331K Sell
1,519
-1,374
-47% -$302K 0.07% 133
2024
Q1 		$661K Sell
2,893
-203
-7% -$43.7K 0.15% 114
2023
Q4 		$660K Sell
3,096
-198
-6% -$38.1K 0.16% 98
2023
Q3 		$623K Buy
3,294
+168
+5% +$33.5K 0.16% 103
2023
Q2 		$622K Sell
3,126
-28
-0.9% -$5.29K 0.15% 103
2023
Q1 		$598K Sell
3,154
-8
-0.3% -$1.55K 0.15% 98
2022
Q4 		$580K Sell
3,162
-598
-16% -$111K 0.15% 91
2022
Q3 		$643K Sell
3,760
-188
-5% -$35.5K 0.17% 86
2022
Q2 		$695K Sell
3,948
-134
-3% -$25.9K 0.19% 77
2022
Q1 		$868K Sell
4,082
-8
-0.2% -$1.68K 0.23% 78
2021
Q4 		$924K Sell
4,090
-6
-0.1% -$1.36K 0.21% 80
2021
Q3 		$896K Buy
4,096
+19
+0.5% +$4.22K 0.24% 83
2021
Q2 		$918K Sell
4,077
-2,281
-36% -$505K 0.26% 79
2021
Q1 		$1.36M Sell
6,358
-1,484
-19% -$313K 0.42% 61
2020
Q4 		$1.53M Sell
7,842
-729
-9% -$129K 0.55% 53
2020
Q3 		$1.32M Sell
8,571
-2,289
-21% -$352K 0.52% 55
2020
Q2 		$1.58M Sell
10,860
-2,881
-21% -$387K 0.78% 42
2020
Q1 		$1.59M Sell
13,741
-208
-1% -$31.3K 1.07% 35
2019
Q4 		$2.31M Buy
13,949
+31
+0.2% +$4.94K 1.29% 29
2019
Q3 		$2.14M Buy
+13,918
New +$2.16M 1.26% 31
2019
Q1 		$2.55M Buy
+16,703
New +$2.48M 1.93% 14

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TAP Consulting's VB Position: Q4 2024 in Review

TAP Consulting increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.6% in Q4 2024, buying an estimated $2.21K and bringing the position to 1,519 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #125.

TAP Consulting first reported a position in VB in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.55M in Q1 2019. 2,187 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • TAP Consulting held 1,519 shares of Vanguard Morningstar Small-Cap ETF worth $365K as of Q4 2024.
  • TAP Consulting bought 9 Vanguard Morningstar Small-Cap ETF shares in Q4 2024, an estimated $2.21K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of TAP Consulting's portfolio in Q4 2024, its #125 holding.
  • TAP Consulting first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 23 quarters since.
  • TAP Consulting's Vanguard Morningstar Small-Cap ETF position peaked at $2.55M in Q1 2019.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.