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Wealthstreet Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-14,676
Closed -$3.14M – 312
2021
Q1 		$3.14M Buy
14,676
+1,778
+14% +$375K 0.31% 76
2020
Q4 		$2.51M Hold
12,898
– – 0.25% 90
2020
Q3 		$1.98M Hold
12,898
– – 0.22% 101
2020
Q2 		$1.88M Sell
12,898
-7,837
-38% -$1.05M 0.23% 95
2020
Q1 		$2.39M Sell
20,735
-1,760
-8% -$264K 0.35% 66
2019
Q4 		$3.73M Buy
22,495
+100
+0.4% +$15.9K 0.43% 60
2019
Q3 		$3.53M Buy
22,395
+825
+4% +$128K 0.45% 61
2019
Q2 		$3.38M Buy
21,570
+1,775
+9% +$274K 0.44% 64
2019
Q1 		$3.02M Buy
19,795
+252
+1% +$37.5K 0.4% 67
2018
Q4 		$2.84M Sell
19,543
-335
-2% -$48.8K 0.4% 66
2018
Q3 		$3.23M Sell
19,878
-680
-3% -$110K 0.4% 68
2018
Q2 		$3.2M Sell
20,558
-425
-2% -$65K 0.42% 64
2018
Q1 		$3.08M Buy
20,983
+1,085
+5% +$162K 0.39% 64
2017
Q4 		$2.94M Buy
+19,898
New +$2.88M 0.36% 70

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthstreet Investment Advisors's VB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2021, closing a stake of 14,676 shares — an estimated $3.14M sold.

Wealthstreet Investment Advisors first reported a position in VB in Q4 2017 and held it in 14 quarters. The position peaked at $3.73M in Q4 2019. 1,391 funds tracked by Wall St. Rank hold VB as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 14,676 Vanguard Morningstar Small-Cap ETF shares in Q2 2021, an estimated $3.14M.
  • Wealthstreet Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $3.73M in Q4 2019.
  • 1,391 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.