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Investors Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Investors Financial Group’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
2022
Q1 		– Sell
-3,047
Closed -$545K – 176
2021
Q4 		$545K Buy
3,047
+449
+17% +$79.8K 0.25% 106
2021
Q3 		$440K Buy
2,598
+121
+5% +$20.7K 0.23% 116
2021
Q2 		$430K Sell
2,477
-18
-0.7% -$3.12K 0.23% 117
2021
Q1 		$413K Sell
2,495
-248
-9% -$39.1K 0.24% 110
2020
Q4 		$390K Buy
2,743
+3
+0.1% +$387 0.26% 101
2020
Q3 		$303K Sell
2,740
-61
-2% -$6.84K 0.23% 108
2020
Q2 		$300K Buy
+2,801
New +$281K 0.25% 104

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Investors Financial Group's VBR Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 3,047 shares — an estimated $545K sold.

Investors Financial Group first reported a position in VBR in Q2 2020 and held it in 7 quarters. The position peaked at $545K in Q4 2021. 1,152 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

  • Investors Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 3,047 Vanguard Small-Cap Value ETF shares in Q1 2022, an estimated $545K.
  • Investors Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q2 2020 and held it in 7 quarters.
  • Investors Financial Group's Vanguard Small-Cap Value ETF position peaked at $545K in Q4 2021.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.