Voloridge Investment Management
VB icon

Voloridge Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Voloridge Investment 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
2020
Q2 		– Sell
-27,536
Closed -$3.18M – 1514
2020
Q1 		$3.18M Buy
+27,536
New +$4.14M 0.09% 244
2019
Q1 		– Sell
-19,165
Closed -$2.53M – 1068
2018
Q4 		$2.53M Buy
+19,165
New +$2.79M 0.11% 178

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Voloridge Investment Management's VB Position: Q2 2020 in Review

Voloridge Investment Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2020, closing a stake of 27,536 shares — an estimated $3.18M sold.

Voloridge Investment Management first reported a position in VB in Q4 2018 and held it in 2 quarters. The position peaked at $3.18M in Q1 2020. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2020.

  • Voloridge Investment Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Voloridge Investment Management sold 27,536 Vanguard Morningstar Small-Cap ETF shares in Q2 2020, an estimated $3.18M.
  • Voloridge Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Voloridge Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.18M in Q1 2020.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2020.

Based on Voloridge Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.