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TD Ameritrade Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-8
Closed -$1K – 634
2022
Q2 		$1K Sell
8
-45
-85% -$8.69K ﹤0.01% 596
2022
Q1 		$11K Sell
53
-1
-2% -$211 ﹤0.01% 492
2021
Q4 		$12K Buy
54
+29
+116% +$6.59K ﹤0.01% 469
2021
Q3 		$4K Buy
+25
New +$5.56K ﹤0.01% 540
2020
Q4 		– Sell
-25
Closed -$4K – 664
2020
Q3 		$4K Sell
25
-4,630
-99% -$711K ﹤0.01% 540
2020
Q2 		$678K Sell
4,655
-3,303
-42% -$444K 0.01% 140
2020
Q1 		$919K Buy
7,958
+5,279
+197% +$793K 0.01% 121
2019
Q4 		$444K Sell
2,679
-1,887
-41% -$301K ﹤0.01% 174
2019
Q3 		$703K Sell
4,566
-449
-9% -$69.6K 0.01% 146
2019
Q2 		$786K Buy
5,015
+547
+12% +$84.5K 0.01% 128
2019
Q1 		$683K Sell
4,468
-267
-6% -$39.7K 0.01% 126
2018
Q4 		$625K Buy
4,735
+4,524
+2,144% +$659K 0.01% 111
2018
Q3 		$34K Buy
211
+150
+246% +$24.3K ﹤0.01% 235
2018
Q2 		$9K Buy
+61
New +$9.33K ﹤0.01% 237
2014
Q2 		– Sell
-152
Closed -$17K – 114
2014
Q1 		$17K Buy
152
+84
+124% +$9.31K ﹤0.01% 95
2013
Q4 		$7K Sell
68
-204
-75% -$21.7K ﹤0.01% 103
2013
Q3 		$28K Buy
272
+237
+677% +$23.6K ﹤0.01% 91
2013
Q2 		$3K Buy
+35
New +$3.24K ﹤0.01% 111

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

TD Ameritrade Investment Management's VB Position: Q3 2022 in Review

TD Ameritrade Investment Management sold out of Vanguard Small-Cap ETF (VB) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in VB in Q2 2013 and held it in 18 quarters. The position peaked at $919K in Q1 2020. 1,531 funds tracked by Wall St. Rank hold VB as of Q3 2022.

  • TD Ameritrade Investment Management reported no remaining Vanguard Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 8 Vanguard Small-Cap ETF shares in Q3 2022, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Vanguard Small-Cap ETF in Q2 2013 and held it in 18 quarters.
  • TD Ameritrade Investment Management's Vanguard Small-Cap ETF position peaked at $919K in Q1 2020.
  • 1,531 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.