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Hoover Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hoover Financial 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
Q2 		$547K Buy
3,149
+141
+5% +$24.4K 0.1% 72
2021
Q1 		$522K Buy
3,008
+5
+0.2% +$788 0.1% 69
2020
Q4 		$458K Sell
3,003
-1,100
-27% -$142K 0.11% 60
2020
Q3 		$454K Sell
4,103
-94
-2% -$10.5K 0.15% 55
2020
Q2 		$449K Sell
4,197
-221
-5% -$22.2K 0.17% 50
2020
Q1 		$392K Buy
4,418
+8
+0.2% +$970 0.22% 45
2019
Q4 		$604K Buy
+4,410
New +$584K 0.29% 41

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 22.9% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Hoover Financial Advisors's VBR Position: Q2 2021 in Review

Hoover Financial Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.7% in Q2 2021, buying an estimated $24.4K and bringing the position to 3,149 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #72.

Hoover Financial Advisors first reported a position in VBR in Q4 2019 and has held it in 7 quarters since. The position peaked at $604K in Q4 2019. 992 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

  • Hoover Financial Advisors held 3,149 shares of Vanguard Morningstar Small-Cap Value ETF worth $547K as of Q2 2021.
  • Hoover Financial Advisors bought 141 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2021, an estimated $24.4K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Hoover Financial Advisors's portfolio in Q2 2021, its #72 holding.
  • Hoover Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 7 quarters since.
  • Hoover Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $604K in Q4 2019.
  • 992 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.