KFA
VBR icon

Kays Financial Advisory’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Kays Financial Advisory’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
2019
Q1 		– Sell
-2,155
Closed -$246K – 138
2018
Q4 		$246K Buy
+2,155
New +$273K 0.06% 90

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Kays Financial Advisory's VBR Position: Q1 2019 in Review

Kays Financial Advisory sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2019, closing a stake of 2,155 shares — an estimated $246K sold.

Kays Financial Advisory first reported a position in VBR in Q4 2018 and held it in 1 quarter. The position peaked at $246K in Q4 2018. 680 funds tracked by Wall St. Rank hold VBR as of Q1 2019.

  • Kays Financial Advisory reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 2,155 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2019, an estimated $246K.
  • Kays Financial Advisory first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Kays Financial Advisory's Vanguard Morningstar Small-Cap Value ETF position peaked at $246K in Q4 2018.
  • 680 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.