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Tiedemann Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Tiedemann 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 		$1.33M Buy
7,024
+1,950
+38% +$389K 0.06% 99
2023
Q2 		$1.01M Sell
5,074
-825
-14% -$156K 0.04% 116
2023
Q1 		$1.12M Hold
5,899
– – 0.05% 106
2022
Q4 		$1.08M Hold
5,899
– – 0.05% 113
2022
Q3 		$1.01M Hold
5,899
– – 0.06% 111
2022
Q2 		$1.04M Sell
5,899
-756
-11% -$146K 0.08% 112
2022
Q1 		$1.41M Sell
6,655
-6,416
-49% -$1.35M 0.07% 120
2021
Q4 		$2.95M Hold
13,071
– – 0.14% 75
2021
Q3 		$2.86M Buy
13,071
+5,582
+75% +$1.24M 0.15% 71
2021
Q2 		$1.69M Buy
7,489
+1,650
+28% +$366K 0.07% 123
2021
Q1 		$1.25M Buy
5,839
+2,254
+63% +$475K 0.05% 140
2020
Q4 		$699K Sell
3,585
-910
-20% -$161K 0.03% 180
2020
Q3 		$691K Sell
4,495
-50
-1% -$7.68K 0.03% 205
2020
Q2 		$663K Sell
4,545
-2,636
-37% -$354K 0.04% 195
2020
Q1 		$829K Sell
7,181
-8,841
-55% -$1.33M 0.05% 167
2019
Q4 		$2.66M Buy
16,022
+2,097
+15% +$334K 0.13% 94
2019
Q3 		$2.14M Buy
13,925
+5,014
+56% +$777K 0.1% 119
2019
Q2 		$1.4M Hold
8,911
– – 0.07% 133
2019
Q1 		$1.37M Buy
8,911
+500
+6% +$74.3K 0.06% 180
2018
Q4 		$1.11M Sell
8,411
-340
-4% -$49.5K 0.06% 195
2018
Q3 		$1.43M Buy
8,751
+555
+7% +$89.8K 0.08% 136
2018
Q2 		$1.28M Buy
+8,196
New +$1.25M 0.08% 142
2017
Q2 		– Sell
-1,726
Closed -$230K – 456
2017
Q1 		$230K Buy
+1,726
New +$228K 0.02% 351

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tiedemann Advisors's VB Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Small-Cap ETF (VB) stake by 38% in Q3 2023, buying an estimated $389K and bringing the position to 7,024 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #99.

Tiedemann Advisors first reported a position in VB in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.95M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold VB as of Q3 2023.

  • Tiedemann Advisors held 7,024 shares of Vanguard Small-Cap ETF worth $1.33M as of Q3 2023.
  • Tiedemann Advisors bought 1,950 Vanguard Small-Cap ETF shares in Q3 2023, an estimated $389K.
  • Vanguard Small-Cap ETF made up 0.06% of Tiedemann Advisors's portfolio in Q3 2023, its #99 holding.
  • Tiedemann Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2017 and has held it in 23 quarters since.
  • Tiedemann Advisors's Vanguard Small-Cap ETF position peaked at $2.95M in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.