Angeles Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Angeles Investment Advisors’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
2022 Q1	–	Sell	-1,978	Closed	-$354K	–	215
2021 Q4	$354K	Buy	1,978 +703	+55%	+$125K	0.02%	153
2021 Q3	$216K	Sell	1,275 -5,244	-80%	-$898K	0.01%	212
2021 Q2	$1.13M	Hold	6,519	–	–	0.07%	55
2021 Q1	$1.08M	Buy	6,519 +1,134	+21%	+$179K	0.08%	43
2020 Q4	$766K	Hold	5,385	–	–	0.08%	51
2020 Q3	$596K	Hold	5,385	–	–	0.07%	53
2020 Q2	$576K	Sell	5,385 -233	-4%	-$23.4K	0.08%	47
2020 Q1	$584K	Sell	5,618 -427	-7%	-$51.8K	0.16%	42
2019 Q4	$829K	Hold	6,045	–	–	0.17%	36
2019 Q3	$779K	Hold	6,045	–	–	0.17%	36
2019 Q2	$789K	Hold	6,045	–	–	0.19%	29
2019 Q1	$778K	Hold	6,045	–	–	0.74%	21
2018 Q4	$689K	Buy	+6,045	New	+$765K	0.6%	21

Other funds holding VBR

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

Betterment LLC New York $52.8B AUM 15.34% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

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

Angeles Investment Advisors's VBR Position: Q1 2022 in Review

Angeles Investment Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 1,978 shares — an estimated $354K sold.

Angeles Investment Advisors first reported a position in VBR in Q4 2018 and held it in 13 quarters. The position peaked at $1.13M in Q2 2021. 1,153 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

Angeles Investment Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 1,978 Vanguard Small-Cap Value ETF shares in Q1 2022, an estimated $354K.
Angeles Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2018 and held it in 13 quarters.
Angeles Investment Advisors's Vanguard Small-Cap Value ETF position peaked at $1.13M in Q2 2021.
1,153 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.