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Winslow Evans & Crocker’s Vanguard Small-Cap ETF VB Stock Holding History

Winslow Evans & Crocker’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
Q4 		$910K Buy
4,674
+3,214
+220% +$567K 0.17% 135
2020
Q3 		$225K Sell
1,460
-85
-6% -$13.1K 0.06% 255
2020
Q2 		$225K Sell
1,545
-507
-25% -$68.1K 0.06% 255
2020
Q1 		$238K Sell
2,052
-1,174
-36% -$176K 0.08% 221
2019
Q4 		$536K Sell
3,226
-764
-19% -$122K 0.14% 162
2019
Q3 		$616K Buy
3,990
+1,064
+36% +$165K 0.17% 128
2019
Q2 		$460K Sell
2,926
-240
-8% -$37.1K 0.13% 182
2019
Q1 		$486K Buy
3,166
+746
+31% +$111K 0.14% 168
2018
Q4 		$322K Sell
2,420
-114
-4% -$16.6K 0.11% 196
2018
Q3 		$414K Hold
2,534
– – 0.13% 173
2018
Q2 		$396K Buy
2,534
+90
+4% +$13.8K 0.12% 174
2018
Q1 		$359K Sell
2,444
-558
-19% -$83.3K 0.12% 179
2017
Q4 		$444K Buy
3,002
+210
+8% +$30.4K 0.14% 155
2017
Q3 		$394K Sell
2,792
-3,034
-52% -$413K 0.13% 167
2017
Q2 		$790K Buy
5,826
+282
+5% +$37.8K 0.22% 106
2017
Q1 		$739K Buy
5,544
+860
+18% +$114K 0.23% 95
2016
Q4 		$604K Sell
4,684
-756
-14% -$93.8K 0.19% 122
2016
Q3 		$665K Buy
5,440
+1,354
+33% +$164K 0.19% 112
2016
Q2 		$473K Buy
4,086
+360
+10% +$40.9K 0.14% 152
2016
Q1 		$415K Sell
3,726
-100
-3% -$10.4K 0.13% 164
2015
Q4 		$423K Buy
3,826
+4
+0.1% +$453 0.12% 180
2015
Q3 		$412K Buy
3,822
+82
+2% +$9.59K 0.13% 165
2015
Q2 		$454K Buy
3,740
+556
+17% +$68.3K 0.13% 179
2015
Q1 		$390K Buy
3,184
+624
+24% +$73.9K 0.11% 197
2014
Q4 		$299K Sell
2,560
-130
-5% -$14.8K 0.09% 239
2014
Q3 		$298K Buy
2,690
+2,460
+1,070% +$282K 0.09% 243
2014
Q2 		$26.9K Hold
230
– – 0.01% 608
2014
Q1 		$26K Buy
230
+130
+130% +$14.4K 0.01% 615
2013
Q4 		$11K Buy
+100
New +$10.6K ﹤0.01% 883

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Evans & Crocker's VB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Small-Cap ETF (VB) stake by 220% in Q4 2020, buying an estimated $567K and bringing the position to 4,674 shares worth $910K. The position accounts for 0.17% of the portfolio, ranked #135.

Winslow Evans & Crocker first reported a position in VB in Q4 2013 and has held it in 29 quarters since. 1,286 funds tracked by Wall St. Rank hold VB as of Q4 2020.

  • Winslow Evans & Crocker held 4,674 shares of Vanguard Small-Cap ETF worth $910K as of Q4 2020.
  • Winslow Evans & Crocker bought 3,214 Vanguard Small-Cap ETF shares in Q4 2020, an estimated $567K.
  • Vanguard Small-Cap ETF made up 0.17% of Winslow Evans & Crocker's portfolio in Q4 2020, its #135 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Small-Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.