Vance Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Vance Wealth’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 Q1	–	Sell	-1,217	Closed	-$275K	–	67
2021 Q4	$275K	Buy	+1,217	New	+$277K	0.27%	47

Other funds holding VB

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Vance Wealth's VB Position: Q1 2022 in Review

Vance Wealth sold out of Vanguard Small-Cap ETF (VB) in Q1 2022, closing a stake of 1,217 shares — an estimated $275K sold.

Vance Wealth first reported a position in VB in Q4 2021 and held it in 1 quarter. The position peaked at $275K in Q4 2021. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

Vance Wealth reported no remaining Vanguard Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Vance Wealth sold 1,217 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $275K.
Vance Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 1 quarter.
Vance Wealth's Vanguard Small-Cap ETF position peaked at $275K in Q4 2021.
1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on Vance Wealth's 13F filing for Q1 2022, filed 13 May 2022.