B
VBR icon

Baird’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Baird’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
2015
Q1 		$2.83M Buy
25,852
+743
+3% +$78.9K 0.03% 469
2014
Q4 		$2.66M Buy
25,109
+1,002
+4% +$103K 0.03% 476
2014
Q3 		$2.4M Sell
24,107
-826
-3% -$85.5K 0.03% 422
2014
Q2 		$2.63M Sell
24,933
-424
-2% -$42.8K 0.04% 409
2014
Q1 		$2.55M Buy
25,357
+855
+3% +$83.4K 0.04% 414
2013
Q4 		$2.39M Buy
24,502
+2,874
+13% +$271K 0.04% 417
2013
Q3 		$1.95M Sell
21,628
-3,320
-13% -$294K 0.04% 449
2013
Q2 		$2.09M Buy
+24,948
New +$2.07M 0.04% 406

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return