ZIG
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Zullo Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History

Zullo Investment Group’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
-24
Closed -$4.41K – 683
2022
Q4 		$4.41K Hold
24
– – ﹤0.01% 618
2022
Q3 		$4K Hold
24
– – ﹤0.01% 635
2022
Q2 		$4K Sell
24
-125
-84% -$24.1K ﹤0.01% 666
2022
Q1 		$32K Sell
149
-160
-52% -$33.7K 0.02% 359
2021
Q4 		$70K Buy
+309
New +$70.2K 0.04% 265

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

Zullo Investment Group's VB Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 24 shares — an estimated $4.41K sold.

Zullo Investment Group first reported a position in VB in Q4 2021 and held it in 5 quarters. The position peaked at $70K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 24 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $4.41K.
  • Zullo Investment Group first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Small-Cap ETF position peaked at $70K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.