Vigilant Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vigilant Capital 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 Q1	–	Sell	-641	Closed	-$145K	–	648
2021 Q4	$145K	Buy	641 +616	+2,464%	+$140K	0.01%	224
2021 Q3	$5K	Sell	25 -176	-88%	-$39.1K	﹤0.01%	659
2021 Q2	$45K	Buy	+201	New	+$44.5K	﹤0.01%	280
2020 Q1	–	Sell	-658	Closed	-$109K	–	445
2019 Q4	$109K	Buy	658 +83	+14%	+$13.2K	0.01%	193
2019 Q3	$88K	Sell	575 -125	-18%	-$19.4K	0.01%	204
2019 Q2	$110K	Hold	700	–	–	0.01%	171
2019 Q1	$107K	Buy	700 +200	+40%	+$29.7K	0.01%	176
2018 Q4	$66K	Hold	500	–	–	0.01%	227
2018 Q3	$81K	Hold	500	–	–	0.01%	223
2018 Q2	$78K	Hold	500	–	–	0.01%	203
2018 Q1	$73K	Hold	500	–	–	0.01%	193
2017 Q4	$74K	Buy	+500	New	+$72.3K	0.01%	194
2016 Q4	–	Sell	-250	Closed	-$31K	–	294
2016 Q3	$31K	Hold	250	–	–	0.01%	198
2016 Q2	$29K	Buy	+250	New	+$28.4K	0.01%	198

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CSIA

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

Vigilant Capital Management's VB Position: Q1 2022 in Review

Vigilant Capital Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2022, closing a stake of 641 shares — an estimated $145K sold.

Vigilant Capital Management first reported a position in VB in Q2 2016 and held it in 14 quarters. The position peaked at $145K in Q4 2021. 1,598 funds tracked by Wall St. Rank hold VB as of Q1 2022.

Vigilant Capital Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Vigilant Capital Management sold 641 Vanguard Morningstar Small-Cap ETF shares in Q1 2022, an estimated $145K.
Vigilant Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2016 and held it in 14 quarters.
Vigilant Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $145K in Q4 2021.
1,598 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2022.

Based on Vigilant Capital Management's 13F filing for Q1 2022, filed 7 Apr 2022.