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

Edge 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
2022
Q1 		– Sell
-22
Closed -$4K – 439
2021
Q4 		$4K Buy
+22
New +$3.91K ﹤0.01% 366
2018
Q2 		– Sell
-60
Closed -$8K – 616
2018
Q1 		$8K Sell
60
-14
-19% -$1.86K ﹤0.01% 417
2017
Q4 		$9K Buy
+74
New +$9.63K ﹤0.01% 393

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Edge Wealth Management's VBR Position: Q1 2022 in Review

Edge Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 22 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in VBR in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 1,152 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

  • Edge Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 22 Vanguard Small-Cap Value ETF shares in Q1 2022, an estimated $4K.
  • Edge Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and held it in 3 quarters.
  • Edge Wealth Management's Vanguard Small-Cap Value ETF position peaked at $9K in Q4 2017.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.