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Voisard Asset Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Voisard Asset Management Group’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 		– Sell
-199
Closed -$47.2K – 627
2024
Q3 		$47.2K Buy
+199
New +$45.2K 0.02% 193

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Voisard Asset Management Group's VB Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2024, closing a stake of 199 shares — an estimated $47.2K sold.

Voisard Asset Management Group first reported a position in VB in Q3 2024 and held it in 1 quarter. The position peaked at $47.2K in Q3 2024. 2,190 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 199 Vanguard Morningstar Small-Cap ETF shares in Q4 2024, an estimated $47.2K.
  • Voisard Asset Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $47.2K in Q3 2024.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.