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

Cabana 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
Q2 		$68K Buy
+638
New +$64K 0.01% 63

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cabana LLC's VBR Position: Q2 2020 in Review

Cabana LLC opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2020: 638 shares worth $68K. The stake represents 0.01% of the portfolio and ranks #63 among its holdings.

711 funds tracked by Wall St. Rank hold VBR as of Q2 2020.

  • Cabana LLC held 638 shares of Vanguard Small-Cap Value ETF worth $68K as of Q2 2020.
  • Vanguard Small-Cap Value ETF was a new Cabana LLC position in Q2 2020.
  • Vanguard Small-Cap Value ETF made up 0.01% of Cabana LLC's portfolio in Q2 2020, its #63 holding.
  • 711 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2020.

Based on Cabana LLC's 13F filing for Q2 2020, filed 12 Aug 2020.