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Braver Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Braver Wealth 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
2016
Q4 		$349K Buy
2,884
+500
+21% +$57.3K 0.06% 127
2016
Q3 		$264K Hold
2,384
– – 0.04% 131
2016
Q2 		$251K Buy
2,384
+99
+4% +$10.3K 0.04% 126
2016
Q1 		$233K Buy
+2,285
New +$215K 0.04% 136

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Braver Wealth Management's VBR Position: Q4 2016 in Review

Braver Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 21% in Q4 2016, buying an estimated $57.3K and bringing the position to 2,884 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #127.

Braver Wealth Management first reported a position in VBR in Q1 2016 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold VBR as of Q4 2016.

  • Braver Wealth Management held 2,884 shares of Vanguard Morningstar Small-Cap Value ETF worth $349K as of Q4 2016.
  • Braver Wealth Management bought 500 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2016, an estimated $57.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Braver Wealth Management's portfolio in Q4 2016, its #127 holding.
  • Braver Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2016 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.