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

Grandview 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
2021
Q2 		– Sell
-605
Closed -$100K – 449
2021
Q1 		$100K Buy
+605
New +$95.3K 0.05% 157

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Grandview Asset Management's VBR Position: Q2 2021 in Review

Grandview Asset Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2021, closing a stake of 605 shares — an estimated $100K sold.

Grandview Asset Management first reported a position in VBR in Q1 2021 and held it in 1 quarter. The position peaked at $100K in Q1 2021. 991 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

  • Grandview Asset Management reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Grandview Asset Management sold 605 Vanguard Small-Cap Value ETF shares in Q2 2021, an estimated $100K.
  • Grandview Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Grandview Asset Management's Vanguard Small-Cap Value ETF position peaked at $100K in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2021.

Based on Grandview Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.