AIM
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Axiom Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Axiom Investment Management’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
2019
Q3 		– Sell
-93
Closed -$12K – 405
2019
Q2 		$12K Hold
93
– – ﹤0.01% 431
2019
Q1 		$12K Buy
+93
New +$11.8K ﹤0.01% 416

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Axiom Investment Management's VBR Position: Q3 2019 in Review

Axiom Investment Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2019, closing a stake of 93 shares — an estimated $12K sold.

Axiom Investment Management first reported a position in VBR in Q1 2019 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 686 funds tracked by Wall St. Rank hold VBR as of Q3 2019.

  • Axiom Investment Management reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 93 Vanguard Small-Cap Value ETF shares in Q3 2019, an estimated $12K.
  • Axiom Investment Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2019 and held it in 2 quarters.
  • Axiom Investment Management's Vanguard Small-Cap Value ETF position peaked at $12K in Q2 2019.
  • 686 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.