FAM
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Family Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Family Asset 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
2024
Q3 		$50.6K Hold
252
– – 0.03% 138
2024
Q2 		$46K Buy
+252
New +$46.6K 0.03% 144

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Morgan Stanley
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Family Asset Management's VBR Position: Q3 2024 in Review

Family Asset Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q3 2024 at 252 shares worth $50.6K. The position accounts for 0.03% of the portfolio, ranked #138.

Family Asset Management first reported a position in VBR in Q2 2024 and has held it in 2 quarters since. 1,426 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

  • Family Asset Management held 252 shares of Vanguard Small-Cap Value ETF worth $50.6K as of Q3 2024.
  • Family Asset Management left its Vanguard Small-Cap Value ETF share count unchanged in Q3 2024.
  • Vanguard Small-Cap Value ETF made up 0.03% of Family Asset Management's portfolio in Q3 2024, its #138 holding.
  • Family Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.