Independent Family Office’s Vanguard Morningstar 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	-$208K	–	72
2022 Q2	$208K	Hold	1,390	–	–	0.1%	65
2022 Q1	$245K	Buy	+1,390	New	+$242K	0.08%	63

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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 Morningstar 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. 1,432 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

Independent Family Office reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Independent Family Office sold 1,217 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2024, an estimated $222K.
Independent Family Office first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and held it in 6 quarters.
Independent Family Office's Vanguard Morningstar Small-Cap Value ETF position peaked at $245K in Q1 2022.
1,432 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2024.

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