Unionview LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Unionview LLC’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	$437K	Sell	1,820 -63	-3%	-$15.5K	0.32%	47
2024 Q3	$447K	Buy	1,883 +7	+0.4%	+$1.59K	0.35%	47
2024 Q2	$409K	Hold	1,876	–	–	0.33%	50
2024 Q1	$429K	Buy	1,876 +6	+0.3%	+$1.29K	0.35%	49
2023 Q4	$399K	Sell	1,870 -55	-3%	-$10.6K	0.36%	48
2023 Q3	$364K	Buy	1,925 +6	+0.3%	+$1.2K	0.34%	49
2023 Q2	$382K	Sell	1,919 -73	-4%	-$13.8K	0.35%	51
2023 Q1	$378K	Buy	1,992 +7	+0.4%	+$1.36K	0.35%	52
2022 Q4	$364K	Buy	1,985 +43	+2%	+$7.97K	0.36%	52
2022 Q3	$332K	Buy	1,942 +169	+10%	+$31.9K	0.38%	50
2022 Q2	$312K	Buy	1,773 +235	+15%	+$45.4K	0.35%	52
2022 Q1	$327K	Hold	1,538	–	–	0.31%	59
2021 Q4	$348K	Buy	+1,538	New	+$349K	0.33%	54

Other funds holding VB

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Unionview LLC's VB Position: Q4 2024 in Review

Unionview LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q4 2024, selling an estimated $15.5K and leaving 1,820 shares worth $437K. The position accounts for 0.32% of the portfolio, ranked #47.

Unionview LLC first reported a position in VB in Q4 2021 and has held it in 13 quarters since. The position peaked at $447K in Q3 2024. 2,185 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Unionview LLC held 1,820 shares of Vanguard Morningstar Small-Cap ETF worth $437K as of Q4 2024.
Unionview LLC sold 63 Vanguard Morningstar Small-Cap ETF shares in Q4 2024, an estimated $15.5K.
Vanguard Morningstar Small-Cap ETF made up 0.32% of Unionview LLC's portfolio in Q4 2024, its #47 holding.
Unionview LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's Vanguard Morningstar Small-Cap ETF position peaked at $447K in Q3 2024.
2,185 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.