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Hochman Cole Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$1.11M Buy
6,581
+299
+5% +$51.2K 0.44% 43
2021
Q2 		$1.09M Buy
6,282
+1,776
+39% +$308K 0.44% 43
2021
Q1 		$746K Hold
4,506
– – 0.31% 56
2020
Q4 		$641K Sell
4,506
-933
-17% -$120K 0.28% 60
2020
Q3 		$602K Sell
5,439
-30
-0.5% -$3.36K 0.3% 56
2020
Q2 		$585K Hold
5,469
– – 0.32% 56
2020
Q1 		$486K Sell
5,469
-832
-13% -$101K 0.33% 56
2019
Q4 		$864K Sell
6,301
-221
-3% -$29.3K 0.47% 48
2019
Q3 		$840K Sell
6,522
-146
-2% -$18.7K 0.52% 45
2019
Q2 		$870K Sell
6,668
-539
-7% -$70.1K 0.52% 44
2019
Q1 		$928K Hold
7,207
– – 0.55% 41
2018
Q4 		$822K Sell
7,207
-78
-1% -$9.87K 0.57% 42
2018
Q3 		$1.01M Hold
7,285
– – 0.63% 38
2018
Q2 		$989K Buy
7,285
+198
+3% +$26.6K 0.65% 39
2018
Q1 		$917K Sell
7,087
-316
-4% -$41.9K 0.64% 40
2017
Q4 		$983K Buy
7,403
+1,158
+19% +$151K 0.62% 42
2017
Q3 		$798K Buy
6,245
+306
+5% +$37.7K 0.52% 45
2017
Q2 		$730K Sell
5,939
-162
-3% -$19.8K 0.51% 45
2017
Q1 		$750K Sell
6,101
-83
-1% -$10.2K 0.54% 43
2016
Q4 		$748K Sell
6,184
-114
-2% -$13.1K 0.54% 44
2016
Q3 		$697K Buy
6,298
+585
+10% +$64.2K 0.52% 44
2016
Q2 		$602K Sell
5,713
-313
-5% -$32.5K 0.49% 47
2016
Q1 		$614K Sell
6,026
-76
-1% -$7.15K 0.52% 47
2015
Q4 		$603K Buy
+6,102
New +$622K 0.51% 47

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Hochman Cole Investment Advisors's VBR Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.8% in Q3 2021, buying an estimated $51.2K and bringing the position to 6,581 shares worth $1.11M. The position accounts for 0.44% of the portfolio, ranked #43.

Hochman Cole Investment Advisors first reported a position in VBR in Q4 2015 and has held it in 24 quarters since. 989 funds tracked by Wall St. Rank hold VBR as of Q3 2021.

  • Hochman Cole Investment Advisors held 6,581 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.11M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 299 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2021, an estimated $51.2K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.44% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #43 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2015 and has held it in 24 quarters since.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.