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Emery Howard Portfolio Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Emery Howard Portfolio 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
2021
Q4 		$281K Buy
1,573
+10
+0.6% +$1.78K 0.04% 42
2021
Q3 		$265K Buy
1,563
+6
+0.4% +$1.03K 0.04% 40
2021
Q2 		$270K Buy
1,557
+6
+0.4% +$1.04K 0.04% 41
2021
Q1 		$257K Sell
1,551
-29
-2% -$4.57K 0.04% 40
2020
Q4 		$225K Buy
+1,580
New +$204K 0.04% 35
2020
Q1 		– Sell
-2,347
Closed -$322K – 33
2019
Q4 		$322K Buy
2,347
+11
+0.5% +$1.46K 0.06% 31
2019
Q3 		$301K Sell
2,336
-1,586
-40% -$203K 0.06% 31
2019
Q2 		$512K Buy
3,922
+18
+0.5% +$2.34K 0.1% 28
2019
Q1 		$503K Buy
3,904
+981
+34% +$125K 0.1% 27
2018
Q4 		$333K Sell
2,923
-31
-1% -$3.92K 0.08% 31
2018
Q3 		$412K Hold
2,954
– – 0.08% 27
2018
Q2 		$401K Buy
2,954
+78
+3% +$10.5K 0.09% 28
2018
Q1 		$372K Buy
2,876
+13
+0.5% +$1.72K 0.08% 29
2017
Q4 		$380K Buy
2,863
+32
+1% +$4.16K 0.08% 29
2017
Q3 		$362K Buy
+2,831
New +$349K 0.08% 29

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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

Emery Howard Portfolio Management's VBR Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.64% in Q4 2021, buying an estimated $1.78K and bringing the position to 1,573 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #42.

Emery Howard Portfolio Management first reported a position in VBR in Q3 2017 and has held it in 15 quarters since. The position peaked at $512K in Q2 2019. 1,141 funds tracked by Wall St. Rank hold VBR as of Q4 2021.

  • Emery Howard Portfolio Management held 1,573 shares of Vanguard Small-Cap Value ETF worth $281K as of Q4 2021.
  • Emery Howard Portfolio Management bought 10 Vanguard Small-Cap Value ETF shares in Q4 2021, an estimated $1.78K.
  • Vanguard Small-Cap Value ETF made up 0.04% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #42 holding.
  • Emery Howard Portfolio Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2017 and has held it in 15 quarters since.
  • Emery Howard Portfolio Management's Vanguard Small-Cap Value ETF position peaked at $512K in Q2 2019.
  • 1,141 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.