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Highlander Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Highlander Capital 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
Q1 		$26.9K Hold
140
– – 0.01% 494
2023
Q4 		$25.2K Buy
+140
New +$22.9K 0.01% 517

Other funds holding VBR

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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Highlander Capital Management's VBR Position: Q1 2024 in Review

Highlander Capital Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2024 at 140 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #494.

Highlander Capital Management first reported a position in VBR in Q4 2023 and has held it in 2 quarters since. 1,374 funds tracked by Wall St. Rank hold VBR as of Q1 2024.

  • Highlander Capital Management held 140 shares of Vanguard Small-Cap Value ETF worth $26.9K as of Q1 2024.
  • Highlander Capital Management left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2024.
  • Vanguard Small-Cap Value ETF made up 0.01% of Highlander Capital Management's portfolio in Q1 2024, its #494 holding.
  • Highlander Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.