Fiera Capital (Canada)
VBR icon

Fiera Capital (Canada)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Fiera Capital (Canada)’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
Q1 		– Sell
-20,852
Closed -$2.96M – 677
2020
Q4 		$2.96M Buy
20,852
+13,724
+193% +$1.77M 0.01% 304
2020
Q3 		$789K Sell
7,128
-6,063
-46% -$680K ﹤0.01% 429
2020
Q2 		$1.41M Sell
13,191
-407
-3% -$40.8K ﹤0.01% 376
2020
Q1 		$1.21M Sell
13,598
-2,058
-13% -$250K 0.01% 393
2019
Q4 		$2.15M Buy
15,656
+361
+2% +$47.8K 0.01% 359
2019
Q3 		$1.97M Sell
15,295
-6,427
-30% -$823K 0.01% 359
2019
Q2 		$2.84M Hold
21,722
– – 0.01% 329
2019
Q1 		$2.8M Buy
21,722
+3,448
+19% +$439K 0.01% 340
2018
Q4 		$2.08M Buy
18,274
+1,660
+10% +$210K 0.01% 391
2018
Q3 		$2.31M Buy
16,614
+3,314
+25% +$465K 0.01% 398
2018
Q2 		$1.81M Buy
13,300
+1,396
+12% +$187K 0.01% 423
2018
Q1 		$1.54M Buy
11,904
+437
+4% +$57.9K 0.01% 421
2017
Q4 		$1.52M Buy
11,467
+459
+4% +$59.7K 0.01% 403
2017
Q3 		$1.41M Buy
11,008
+1,647
+18% +$203K 0.01% 406
2017
Q2 		$1.15M Buy
9,361
+410
+5% +$50.1K 0.01% 430
2017
Q1 		$1.1M Buy
8,951
+3,087
+53% +$379K 0.01% 435
2016
Q4 		$710K Hold
5,864
– – ﹤0.01% 613
2016
Q3 		$649K Hold
5,864
– – ﹤0.01% 577
2016
Q2 		$618K Hold
5,864
– – ﹤0.01% 626
2016
Q1 		$597K Hold
5,864
– – ﹤0.01% 461
2015
Q4 		$579K Hold
5,864
– – ﹤0.01% 471
2015
Q3 		$568K Hold
5,864
– – ﹤0.01% 416
2015
Q2 		$632K Buy
+5,864
New +$643K ﹤0.01% 425

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Fiera Capital (Canada)'s VBR Position: Q1 2021 in Review

Fiera Capital (Canada) sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2021, closing a stake of 20,852 shares — an estimated $2.96M sold.

Fiera Capital (Canada) first reported a position in VBR in Q2 2015 and held it in 23 quarters. The position peaked at $2.96M in Q4 2020. 976 funds tracked by Wall St. Rank hold VBR as of Q1 2021.

  • Fiera Capital (Canada) reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Fiera Capital (Canada) sold 20,852 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2021, an estimated $2.96M.
  • Fiera Capital (Canada) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2015 and held it in 23 quarters.
  • Fiera Capital (Canada)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $2.96M in Q4 2020.
  • 976 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2021.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2021, filed 11 May 2021.