IFO
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Independent Family Office’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Independent Family Office’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
Q3 		– Sell
-1,217
Closed -$222K – 76
2024
Q2 		$222K Hold
1,217
– – 0.13% 67
2024
Q1 		$234K Hold
1,217
– – 0.13% 71
2023
Q4 		$219K Buy
+1,217
New +$199K 0.12% 70
2023
Q3 		– Sell
-1,217
Closed -$201K – 73
2023
Q2 		$201K Buy
+1,217
New +$192K 0.12% 67
2022
Q3 		– Sell
-1,390
Closed -$208 – 72
2022
Q2 		$208 Hold
1,390
– – 0.1% 65
2022
Q1 		$245K Buy
+1,390
New +$242K 0.08% 63

Other funds holding VBR

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Independent Family Office's VBR Position: Q3 2024 in Review

Independent Family Office sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2024, closing a stake of 1,217 shares — an estimated $222K sold.

Independent Family Office first reported a position in VBR in Q1 2022 and held it in 6 quarters. The position peaked at $245K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

  • Independent Family Office reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Independent Family Office sold 1,217 Vanguard Small-Cap Value ETF shares in Q3 2024, an estimated $222K.
  • Independent Family Office first reported a position in Vanguard Small-Cap Value ETF in Q1 2022 and held it in 6 quarters.
  • Independent Family Office's Vanguard Small-Cap Value ETF position peaked at $245K in Q1 2022.
  • 1,427 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2024.

Based on Independent Family Office's 13F filing for Q3 2024, filed 14 Nov 2024.