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Better Money Decisions’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-803
Closed -$120K – 418
2022
Q2 		$120K Buy
+803
New +$132K 0.1% 83
2021
Q4 		– Sell
-903
Closed -$153K – 546
2021
Q3 		$153K Sell
903
-97
-10% -$16.6K 0.13% 85
2021
Q2 		$174K Buy
+1,000
New +$173K 0.16% 75

Other funds holding VBR

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Better Money Decisions's VBR Position: Q3 2022 in Review

Better Money Decisions sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2022, closing a stake of 803 shares — an estimated $120K sold.

Better Money Decisions first reported a position in VBR in Q2 2021 and held it in 3 quarters. The position peaked at $174K in Q2 2021. 1,085 funds tracked by Wall St. Rank hold VBR as of Q3 2022.

  • Better Money Decisions reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 803 Vanguard Small-Cap Value ETF shares in Q3 2022, an estimated $120K.
  • Better Money Decisions first reported a position in Vanguard Small-Cap Value ETF in Q2 2021 and held it in 3 quarters.
  • Better Money Decisions's Vanguard Small-Cap Value ETF position peaked at $174K in Q2 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.