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Wealthspire Advisors (Maryland)’s Vanguard Small-Cap ETF VB Stock Holding History

Wealthspire Advisors (Maryland)’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 		$35.2M Buy
228,672
+77,713
+51% +$11.9M 1.24% 16
2020
Q2 		$22M Sell
150,959
-3,466
-2% -$465K 1.57% 16
2020
Q1 		$17.8M Buy
154,425
+58,810
+62% +$8.84M 1.55% 17
2019
Q4 		$15.8M Buy
95,615
+3,245
+4% +$517K 1.06% 18
2019
Q3 		$14.2M Sell
92,370
-3,521
-4% -$546K 1.04% 20
2019
Q2 		$15M Buy
95,891
+13,548
+16% +$2.09M 1.12% 19
2019
Q1 		$12.6M Buy
82,343
+6,514
+9% +$968K 0.95% 20
2018
Q4 		$10M Buy
75,829
+12,569
+20% +$1.83M 0.89% 20
2018
Q3 		$10.3M Buy
63,260
+1,690
+3% +$273K 0.85% 18
2018
Q2 		$9.59M Buy
61,570
+5,579
+10% +$853K 0.87% 19
2018
Q1 		$8.23M Buy
55,991
+1,871
+3% +$279K 0.77% 22
2017
Q4 		$8M Sell
54,120
-215
-0.4% -$31.1K 0.78% 22
2017
Q3 		$7.68M Buy
54,335
+4,325
+9% +$589K 0.84% 21
2017
Q2 		$6.78M Buy
50,010
+3,358
+7% +$450K 0.8% 20
2017
Q1 		$6.22M Buy
46,652
+1,069
+2% +$141K 0.88% 19
2016
Q4 		$5.88M Buy
45,583
+9,039
+25% +$1.12M 0.88% 18
2016
Q3 		$4.46M Buy
36,544
+1,875
+5% +$227K 0.7% 24
2016
Q2 		$4.01M Buy
34,669
+567
+2% +$64.4K 0.67% 28
2016
Q1 		$3.8M Buy
34,102
+4,679
+16% +$485K 0.67% 27
2015
Q4 		$3.25M Buy
+29,423
New +$3.34M 0.61% 31

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

Wealthspire Advisors (Maryland)'s VB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Small-Cap ETF (VB) stake by 51% in Q3 2020, buying an estimated $11.9M and bringing the position to 228,672 shares worth $35.2M. The position accounts for 1.24% of the portfolio, ranked #16.

Wealthspire Advisors (Maryland) first reported a position in VB in Q4 2015 and has held it in 20 quarters since. 1,113 funds tracked by Wall St. Rank hold VB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 228,672 shares of Vanguard Small-Cap ETF worth $35.2M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 77,713 Vanguard Small-Cap ETF shares in Q3 2020, an estimated $11.9M.
  • Vanguard Small-Cap ETF made up 1.24% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #16 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.