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Imprint Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Imprint Wealth’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 		$234K Buy
+1,230
New +$222K 0.06% 262

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Imprint Wealth's VBR Position: Q1 2024 in Review

Imprint Wealth opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2024: 1,230 shares worth $234K. The stake represents 0.06% of the portfolio and ranks #262 among its holdings.

1,374 funds tracked by Wall St. Rank hold VBR as of Q1 2024.

  • Imprint Wealth held 1,230 shares of Vanguard Small-Cap Value ETF worth $234K as of Q1 2024.
  • Vanguard Small-Cap Value ETF was a new Imprint Wealth position in Q1 2024.
  • Vanguard Small-Cap Value ETF made up 0.06% of Imprint Wealth's portfolio in Q1 2024, its #262 holding.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.