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Hibernia Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Hibernia Wealth Partners’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
-2,224
Closed -$447K – 114
2024
Q3 		$447K Buy
+2,224
New +$428K 0.13% 71
2024
Q2 		– Sell
-1,414
Closed -$271K – 114
2024
Q1 		$271K Buy
+1,414
New +$255K 0.18% 65
2023
Q4 		– Sell
-280
Closed -$44.7K – 319
2023
Q3 		$44.7K Buy
+280
New +$46.8K 0.03% 93

Other funds holding VBR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Hibernia Wealth Partners's VBR Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 2,224 shares — an estimated $447K sold.

Hibernia Wealth Partners first reported a position in VBR in Q3 2023 and held it in 3 quarters. The position peaked at $447K in Q3 2024. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Hibernia Wealth Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Hibernia Wealth Partners sold 2,224 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $447K.
  • Hibernia Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q3 2023 and held it in 3 quarters.
  • Hibernia Wealth Partners's Vanguard Small-Cap Value ETF position peaked at $447K in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.