WIM
VB icon

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

WealthPlan 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
2023
Q1 		– Sell
-18,581
Closed -$3.77M – 572
2022
Q4 		$3.77M Buy
18,581
+144
+0.8% +$26.7K 0.26% 81
2022
Q3 		$3.47M Buy
+18,437
New +$3.48M 0.25% 82
2022
Q1 		$2.94M Buy
+15,088
New +$3.18M 0.2% 101

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WealthPlan Investment Management's VB Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 18,581 shares — an estimated $3.77M sold.

WealthPlan Investment Management first reported a position in VB in Q1 2022 and held it in 3 quarters. The position peaked at $3.77M in Q4 2022. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 18,581 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $3.77M.
  • WealthPlan Investment Management first reported a position in Vanguard Small-Cap ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Vanguard Small-Cap ETF position peaked at $3.77M in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.