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

Hedges 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
2024
Q4 		– Sell
-1,000
Closed -$201K – 119
2024
Q3 		$201K Buy
+1,000
New +$192K 0.13% 109

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AssetMark Inc
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Morgan Stanley
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Betterment LLC
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Jones Financial Companies
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Envestnet Asset Management
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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Hedges Asset Management's VBR Position: Q4 2024 in Review

Hedges Asset Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 1,000 shares — an estimated $201K sold.

Hedges Asset Management first reported a position in VBR in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Hedges Asset Management reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Hedges Asset Management sold 1,000 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $201K.
  • Hedges Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Hedges Asset Management's Vanguard Small-Cap Value ETF position peaked at $201K in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Hedges Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.