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Aufman Associates’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Aufman Associates’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
2020
Q1 		– Sell
-4,634
Closed -$635K – 45
2019
Q4 		$635K Buy
+4,634
New +$614K 0.65% 17

Other funds holding VBR

Jones Financial Companies
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Bank of America
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aufman Associates's VBR Position: Q1 2020 in Review

Aufman Associates sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2020, closing a stake of 4,634 shares — an estimated $635K sold.

Aufman Associates first reported a position in VBR in Q4 2019 and held it in 1 quarter. The position peaked at $635K in Q4 2019. 690 funds tracked by Wall St. Rank hold VBR as of Q1 2020.

  • Aufman Associates reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Aufman Associates sold 4,634 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2020, an estimated $635K.
  • Aufman Associates first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Aufman Associates's Vanguard Morningstar Small-Cap Value ETF position peaked at $635K in Q4 2019.
  • 690 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2020.

Based on Aufman Associates's 13F filing for Q1 2020, filed 13 May 2020.