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

HCR Wealth 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
Q1 		– Sell
-70
Closed -$10K – 273
2020
Q4 		$10K Hold
70
– – ﹤0.01% 250
2020
Q3 		$8K Hold
70
– – ﹤0.01% 227
2020
Q2 		$7K Hold
70
– – ﹤0.01% 233
2020
Q1 		$6K Hold
70
– – ﹤0.01% 223
2019
Q4 		$10K Buy
+70
New +$9.27K ﹤0.01% 211

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 $3.51B AUM 13.98% 1-Year Est. Return

HCR Wealth Advisors's VBR Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2021, closing a stake of 70 shares — an estimated $10K sold.

HCR Wealth Advisors first reported a position in VBR in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 976 funds tracked by Wall St. Rank hold VBR as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 70 Vanguard Small-Cap Value ETF shares in Q1 2021, an estimated $10K.
  • HCR Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and held it in 5 quarters.
  • HCR Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $10K in Q4 2020.
  • 976 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.