CXI Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

CXI Advisors’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
2019 Q4	$10K	Buy	+74	New	+$9.8K	0.02%	120

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CXI Advisors's VBR Position: Q4 2019 in Review

CXI Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2019: 74 shares worth $10K. The stake represents 0.02% of the portfolio and ranks #120 among its holdings.

778 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

CXI Advisors held 74 shares of Vanguard Morningstar Small-Cap Value ETF worth $10K as of Q4 2019.
Vanguard Morningstar Small-Cap Value ETF was a new CXI Advisors position in Q4 2019.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of CXI Advisors's portfolio in Q4 2019, its #120 holding.
778 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.