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Beck Bode LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Beck Bode LLC’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
Q4 		– Sell
-7
Closed -$1K – 264
2020
Q3 		$1K Buy
+7
New +$785 ﹤0.01% 305

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Beck Bode LLC's VBR Position: Q4 2020 in Review

Beck Bode LLC sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2020, closing a stake of 7 shares — an estimated $1K sold.

Beck Bode LLC first reported a position in VBR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 901 funds tracked by Wall St. Rank hold VBR as of Q4 2020.

  • Beck Bode LLC reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Beck Bode LLC sold 7 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2020, an estimated $1K.
  • Beck Bode LLC first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • Beck Bode LLC's Vanguard Morningstar Small-Cap Value ETF position peaked at $1K in Q3 2020.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2020.

Based on Beck Bode LLC's 13F filing for Q4 2020.