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

Harborview 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
2021 Q3	$902K	Buy	5,332 +7	+0.1%	+$1.2K	0.51%	39
2021 Q2	$925K	Sell	5,325 -185	-3%	-$32.1K	0.52%	38
2021 Q1	$913K	Sell	5,510 -630	-10%	-$99.2K	0.55%	37
2020 Q4	$873K	Sell	6,140 -824	-12%	-$106K	0.58%	39
2020 Q3	$770K	Buy	6,964 +10	+0.1%	+$1.12K	0.59%	39
2020 Q2	$744K	Buy	6,954 +3,003	+76%	+$301K	0.62%	37
2020 Q1	$351K	Buy	3,951 +2,443	+162%	+$296K	0.35%	54
2019 Q4	$207K	Buy	+1,508	New	+$200K	0.16%	83

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Harborview Advisors's VBR Position: Q3 2021 in Review

Harborview Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.13% in Q3 2021, buying an estimated $1.2K and bringing the position to 5,332 shares worth $902K. The position accounts for 0.51% of the portfolio, ranked #39.

Harborview Advisors first reported a position in VBR in Q4 2019 and has held it in 8 quarters since. The position peaked at $925K in Q2 2021. 988 funds tracked by Wall St. Rank hold VBR as of Q3 2021.

Harborview Advisors held 5,332 shares of Vanguard Small-Cap Value ETF worth $902K as of Q3 2021.
Harborview Advisors bought 7 Vanguard Small-Cap Value ETF shares in Q3 2021, an estimated $1.2K.
Vanguard Small-Cap Value ETF made up 0.51% of Harborview Advisors's portfolio in Q3 2021, its #39 holding.
Harborview Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and has held it in 8 quarters since.
Harborview Advisors's Vanguard Small-Cap Value ETF position peaked at $925K in Q2 2021.
988 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.