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Hill Investment Group Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hill Investment Group 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
-1,646
Closed -$297K – 84
2024
Q3 		$297K Sell
1,646
-2
-0.1% -$384 0.04% 54
2024
Q2 		$321K Buy
1,648
+6
+0.4% +$1.11K 0.04% 55
2024
Q1 		$315K Buy
1,642
+5
+0.3% +$902 0.04% 52
2023
Q4 		$295K Sell
1,637
-68
-4% -$11.1K 0.04% 51
2023
Q3 		$272K Sell
1,705
-7
-0.4% -$1.17K 0.05% 52
2023
Q2 		$283K Sell
1,712
-251
-13% -$39.5K 0.05% 48
2023
Q1 		$312K Buy
1,963
+13
+0.7% +$2.15K 0.06% 47
2022
Q4 		$310K Sell
1,950
-1,160
-37% -$185K 0.07% 45
2022
Q3 		$446K Sell
3,110
-1,853
-37% -$294K 0.13% 35
2022
Q2 		$744K Buy
4,963
+608
+14% +$99.7K 0.21% 30
2022
Q1 		$766K Buy
4,355
+268
+7% +$46.6K 0.25% 22
2021
Q4 		$731K Hold
4,087
– – 0.43% 20
2021
Q3 		$692K Buy
4,087
+349
+9% +$59.7K 0.45% 18
2021
Q2 		$649K Buy
+3,738
New +$648K 0.54% 16

Other funds holding VBR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $58.2B AUM 22.78% 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 $424B AUM 22.96% 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

Hill Investment Group Partners's VBR Position: Q4 2024 in Review

Hill Investment Group Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 1,646 shares — an estimated $297K sold.

Hill Investment Group Partners first reported a position in VBR in Q2 2021 and held it in 14 quarters. The position peaked at $766K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Hill Investment Group Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Hill Investment Group Partners sold 1,646 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2024, an estimated $297K.
  • Hill Investment Group Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and held it in 14 quarters.
  • Hill Investment Group Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $766K in Q1 2022.
  • 1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2024.

Based on Hill Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.