Wipfli Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Wipfli Financial 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
2022 Q3	$2.23M	Sell	13,058 -1,901	-13%	-$359K	0.16%	62
2022 Q2	$2.63M	Buy	14,959 +9,340	+166%	+$1.8M	0.29%	27
2022 Q1	$1.19M	Buy	5,619 +4,104	+271%	+$864K	0.12%	37
2021 Q4	$342K	Buy	+1,515	New	+$344K	0.04%	36
2021 Q2	–	Sell	-1,010	Closed	-$216K	–	44
2021 Q1	$216K	Buy	+1,010	New	+$213K	0.12%	31

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wipfli Financial Advisors's VB Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 13% in Q3 2022, selling an estimated $359K and leaving 13,058 shares worth $2.23M. The position accounts for 0.16% of the portfolio, ranked #62.

Wipfli Financial Advisors first reported a position in VB in Q1 2021 and has held it in 5 quarters since. The position peaked at $2.63M in Q2 2022. 1,532 funds tracked by Wall St. Rank hold VB as of Q3 2022.

Wipfli Financial Advisors held 13,058 shares of Vanguard Small-Cap ETF worth $2.23M as of Q3 2022.
Wipfli Financial Advisors sold 1,901 Vanguard Small-Cap ETF shares in Q3 2022, an estimated $359K.
Vanguard Small-Cap ETF made up 0.16% of Wipfli Financial Advisors's portfolio in Q3 2022, its #62 holding.
Wipfli Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2021 and has held it in 5 quarters since.
Wipfli Financial Advisors's Vanguard Small-Cap ETF position peaked at $2.63M in Q2 2022.
1,532 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.