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VitalStone Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

VitalStone Financial’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
Q3 		$7.12K Hold
30
– – ﹤0.01% 298
2024
Q2 		$6.54K Buy
+30
New +$6.59K ﹤0.01% 307

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VitalStone Financial's VB Position: Q3 2024 in Review

VitalStone Financial held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2024 at 30 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

VitalStone Financial first reported a position in VB in Q2 2024 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold VB as of Q3 2024.

  • VitalStone Financial held 30 shares of Vanguard Morningstar Small-Cap ETF worth $7.12K as of Q3 2024.
  • VitalStone Financial left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2024.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #298 holding.
  • VitalStone Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.