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Hobbs Group Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Hobbs Group 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
2024
Q4 		– Sell
-5
Closed -$1K – 599
2024
Q3 		$1K Hold
5
– – ﹤0.01% 611
2024
Q2 		$913 Buy
+5
New +$924 ﹤0.01% 574
2023
Q4 		$900 Buy
+5
New +$816 ﹤0.01% 509

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

Hobbs Group Advisors's VBR Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 5 shares — an estimated $1K sold.

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

  • Hobbs Group Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 5 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $1K.
  • Hobbs Group Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Vanguard Small-Cap Value ETF position peaked at $1K in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.