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

Ironwood Financial’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 Q4	–	Sell	-36	Closed	-$6K	–	520
2021 Q3	$6K	Hold	36	–	–	﹤0.01%	430
2021 Q2	$6K	Hold	36	–	–	﹤0.01%	425
2021 Q1	$6K	Hold	36	–	–	﹤0.01%	409
2020 Q4	$5K	Hold	36	–	–	﹤0.01%	386
2020 Q3	$4K	Hold	36	–	–	﹤0.01%	354
2020 Q2	$4K	Hold	36	–	–	﹤0.01%	334
2020 Q1	$3K	Hold	36	–	–	﹤0.01%	304
2019 Q4	$5K	Hold	36	–	–	﹤0.01%	316
2019 Q3	$5K	Hold	36	–	–	﹤0.01%	317
2019 Q2	$5K	Hold	36	–	–	﹤0.01%	320
2019 Q1	$5K	Hold	36	–	–	﹤0.01%	314
2018 Q4	$4K	Hold	36	–	–	﹤0.01%	317
2018 Q3	$5K	Hold	36	–	–	﹤0.01%	303
2018 Q2	$5K	Hold	36	–	–	﹤0.01%	235
2018 Q1	$5K	Hold	36	–	–	0.01%	210
2017 Q4	$5K	Hold	36	–	–	﹤0.01%	212
2017 Q3	$5K	Hold	36	–	–	﹤0.01%	218
2017 Q2	$4K	Hold	36	–	–	﹤0.01%	222
2017 Q1	$4K	Hold	36	–	–	﹤0.01%	221
2016 Q4	$4K	Hold	36	–	–	﹤0.01%	220
2016 Q3	$4K	Hold	36	–	–	﹤0.01%	220
2016 Q2	$4K	Hold	36	–	–	﹤0.01%	219
2016 Q1	$4K	Buy	+36	New	+$3.39K	﹤0.01%	222
2015 Q3	$4K	Buy	51 +5	+11%	+$519	﹤0.01%	292
2015 Q2	$5K	Hold	46	–	–	﹤0.01%	254
2015 Q1	$5K	Hold	46	–	–	﹤0.01%	252
2014 Q4	$5K	Buy	+46	New	+$4.74K	﹤0.01%	221

Other funds holding VBR

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ironwood Financial's VBR Position: Q4 2021 in Review

Ironwood Financial sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2021, closing a stake of 36 shares — an estimated $6K sold.

Ironwood Financial first reported a position in VBR in Q4 2014 and held it in 27 quarters. The position peaked at $6K in Q3 2021. 1,141 funds tracked by Wall St. Rank hold VBR as of Q4 2021.

Ironwood Financial reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 36 Vanguard Small-Cap Value ETF shares in Q4 2021, an estimated $6K.
Ironwood Financial first reported a position in Vanguard Small-Cap Value ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Vanguard Small-Cap Value ETF position peaked at $6K in Q3 2021.
1,141 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.