FundX Investment Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

FundX Investment Group’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	$1.56M	Buy	+8,700	New	+$1.55M	0.38%	27
2016 Q4	–	Sell	-36,300	Closed	-$4.02M	–	52
2016 Q3	$4.02M	Buy	36,300 +870	+2%	+$95.4K	1.03%	20
2016 Q2	$3.73M	Buy	+35,430	New	+$3.67M	0.93%	24
2013 Q3	–	Sell	-119,936	Closed	-$10M	–	27
2013 Q2	$10M	Buy	+119,936	New	+$9.95M	4.29%	7

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

FundX Investment Group's VBR Position: Q4 2021 in Review

FundX Investment Group opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2021: 8,700 shares worth $1.56M. The stake represents 0.38% of the portfolio and ranks #27 among its holdings. This is a return to the name: FundX Investment Group previously reported a position in VBR as recently as Q3 2016.

FundX Investment Group first reported a position in VBR in Q2 2013 and has held it in 4 quarters since. The position peaked at $10M in Q2 2013. 1,142 funds tracked by Wall St. Rank hold VBR as of Q4 2021.

FundX Investment Group held 8,700 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.56M as of Q4 2021.
Vanguard Morningstar Small-Cap Value ETF was a new FundX Investment Group position in Q4 2021.
Vanguard Morningstar Small-Cap Value ETF made up 0.38% of FundX Investment Group's portfolio in Q4 2021, its #27 holding.
FundX Investment Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 4 quarters since.
FundX Investment Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $10M in Q2 2013.
1,142 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.