HC Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

HC Financial 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
2022 Q2	$5K	Hold	35	–	–	﹤0.01%	283
2022 Q1	$6K	Hold	35	–	–	﹤0.01%	265
2021 Q4	$6K	Hold	35	–	–	﹤0.01%	274
2021 Q3	$6K	Sell	35 -262	-88%	-$44.9K	﹤0.01%	268
2021 Q2	$52K	Hold	297	–	–	0.03%	130
2021 Q1	$49K	Hold	297	–	–	0.03%	132
2020 Q4	$42K	Hold	297	–	–	0.03%	148
2020 Q3	$33K	Sell	297 -200	-40%	-$22.4K	0.02%	149
2020 Q2	$53K	Hold	497	–	–	0.04%	107
2020 Q1	$44K	Buy	+497	New	+$60.3K	0.04%	117

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HC Financial Advisors's VBR Position: Q2 2022 in Review

HC Financial Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2022 at 35 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

HC Financial Advisors first reported a position in VBR in Q1 2020 and has held it in 10 quarters since. The position peaked at $53K in Q2 2020. 1,137 funds tracked by Wall St. Rank hold VBR as of Q2 2022.

HC Financial Advisors held 35 shares of Vanguard Morningstar Small-Cap Value ETF worth $5K as of Q2 2022.
HC Financial Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2022.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #283 holding.
HC Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $53K in Q2 2020.
1,137 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.