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Tradition Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Tradition Asset 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
2020
Q2 		$645K Buy
4,427
+795
+22% +$107K 0.18% 110
2020
Q1 		$419K Buy
3,632
+534
+17% +$80.2K 0.14% 124
2019
Q4 		$513K Buy
3,098
+787
+34% +$125K 0.12% 130
2019
Q3 		$355K Buy
2,311
+131
+6% +$20.3K 0.09% 148
2019
Q2 		$341K Buy
+2,180
New +$337K 0.09% 147

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Tradition Asset Management's VB Position: Q2 2020 in Review

Tradition Asset Management increased its Vanguard Small-Cap ETF (VB) stake by 22% in Q2 2020, buying an estimated $107K and bringing the position to 4,427 shares worth $645K. The position accounts for 0.18% of the portfolio, ranked #110.

Tradition Asset Management first reported a position in VB in Q2 2019 and has held it in 5 quarters since. 1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

  • Tradition Asset Management held 4,427 shares of Vanguard Small-Cap ETF worth $645K as of Q2 2020.
  • Tradition Asset Management bought 795 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $107K.
  • Vanguard Small-Cap ETF made up 0.18% of Tradition Asset Management's portfolio in Q2 2020, its #110 holding.
  • Tradition Asset Management first reported a position in Vanguard Small-Cap ETF in Q2 2019 and has held it in 5 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.