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Watson Rebecca’s Vanguard Small-Cap ETF VB Stock Holding History

Watson Rebecca’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
Q3 		$1.02M Buy
6,645
+6,517
+5,091% +$1M 0.6% 28
2020
Q2 		$19K Buy
+128
New +$17.2K 0.01% 226

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Watson Rebecca's VB Position: Q3 2020 in Review

Watson Rebecca increased its Vanguard Small-Cap ETF (VB) stake by 5,091% in Q3 2020, buying an estimated $1M and bringing the position to 6,645 shares worth $1.02M. The position accounts for 0.6% of the portfolio, ranked #28.

Watson Rebecca first reported a position in VB in Q2 2020 and has held it in 2 quarters since. 1,113 funds tracked by Wall St. Rank hold VB as of Q3 2020.

  • Watson Rebecca held 6,645 shares of Vanguard Small-Cap ETF worth $1.02M as of Q3 2020.
  • Watson Rebecca bought 6,517 Vanguard Small-Cap ETF shares in Q3 2020, an estimated $1M.
  • Vanguard Small-Cap ETF made up 0.6% of Watson Rebecca's portfolio in Q3 2020, its #28 holding.
  • Watson Rebecca first reported a position in Vanguard Small-Cap ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.