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Common Fund For Nonprofit Organizations’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Common Fund For Nonprofit Organizations’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
2024
Q3 		– Sell
-2,384
Closed -$435K – 25
2024
Q2 		$435K Buy
+2,384
New +$440K 0.06% 13

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AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Common Fund For Nonprofit Organizations's VBR Position: Q3 2024 in Review

Common Fund For Nonprofit Organizations sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2024, closing a stake of 2,384 shares — an estimated $435K sold.

Common Fund For Nonprofit Organizations first reported a position in VBR in Q2 2024 and held it in 1 quarter. The position peaked at $435K in Q2 2024. 1,430 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

  • Common Fund For Nonprofit Organizations reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Common Fund For Nonprofit Organizations sold 2,384 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2024, an estimated $435K.
  • Common Fund For Nonprofit Organizations first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Common Fund For Nonprofit Organizations's Vanguard Morningstar Small-Cap Value ETF position peaked at $435K in Q2 2024.
  • 1,430 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2024.

Based on Common Fund For Nonprofit Organizations's 13F filing for Q3 2024, filed 7 Nov 2024.