Ameritas Investment Company’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ameritas Investment Company’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2.35M	Buy	13,876 +6,906	+99%	+$1.18M	0.11%	152
2021 Q2	$2.13M	Sell	6,970 -17,580	-72%	-$3.05M	0.1%	166
2021 Q1	$4.07M	Buy	24,550 +19,799	+417%	+$3.12M	0.35%	66
2020 Q4	$668K	Buy	4,751 +1,550	+48%	+$200K	0.13%	177
2020 Q3	$342K	Hold	3,201	–	–	0.11%	212
2020 Q2	$342K	Sell	3,201 -56	-2%	-$5.62K	0.1%	218
2020 Q1	$289K	Sell	3,257 -194	-6%	-$23.5K	0.05%	276
2019 Q4	$473K	Buy	3,451 +806	+30%	+$107K	0.1%	192
2019 Q3	$341K	Buy	2,645 +1,095	+71%	+$140K	0.07%	246
2019 Q2	$202K	Buy	1,550 +1,526	+6,358%	+$198K	0.1%	211
2019 Q1	$3K	Buy	+24	New	+$3.05K	﹤0.01%	831

Other funds holding VBR

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Ameritas Investment Company's VBR Position: Q3 2021 in Review

Ameritas Investment Company increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 99% in Q3 2021, buying an estimated $1.18M and bringing the position to 13,876 shares worth $2.35M. The position accounts for 0.11% of the portfolio, ranked #152.

Ameritas Investment Company first reported a position in VBR in Q1 2019 and has held it in 11 quarters since. The position peaked at $4.07M in Q1 2021. 989 funds tracked by Wall St. Rank hold VBR as of Q3 2021.

Ameritas Investment Company held 13,876 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.35M as of Q3 2021.
Ameritas Investment Company bought 6,906 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2021, an estimated $1.18M.
Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Ameritas Investment Company's portfolio in Q3 2021, its #152 holding.
Ameritas Investment Company first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.07M in Q1 2021.
989 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.