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Evernest Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Evernest Financial 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
2024
Q4 		– Sell
-1,155
Closed -$232K – 177
2024
Q3 		$232K Buy
+1,155
New +$222K 0.06% 146

Other funds holding VBR

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Evernest Financial Advisors's VBR Position: Q4 2024 in Review

Evernest Financial Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 1,155 shares — an estimated $232K sold.

Evernest Financial Advisors first reported a position in VBR in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Evernest Financial Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 1,155 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $232K.
  • Evernest Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Vanguard Small-Cap Value ETF position peaked at $232K in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.