Kiely Wealth Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Kiely Wealth Advisory 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
2024 Q4	$558K	Buy	2,746 +6	+0.2%	+$1.23K	0.36%	21
2024 Q3	$580K	Buy	2,740 +118	+5%	+$22.7K	0.37%	17
2024 Q2	$489K	Buy	2,622 +380	+17%	+$70.2K	0.27%	19
2024 Q1	$411K	Buy	2,242 +591	+36%	+$107K	0.23%	18
2023 Q4	$295K	Buy	+1,651	New	+$270K	0.17%	33

Other funds holding VBR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Kiely Wealth Advisory Group's VBR Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.22% in Q4 2024, buying an estimated $1.23K and bringing the position to 2,746 shares worth $558K. The position accounts for 0.36% of the portfolio, ranked #21.

Kiely Wealth Advisory Group first reported a position in VBR in Q4 2023 and has held it in 5 quarters since. The position peaked at $580K in Q3 2024. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

Kiely Wealth Advisory Group held 2,746 shares of Vanguard Small-Cap Value ETF worth $558K as of Q4 2024.
Kiely Wealth Advisory Group bought 6 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $1.23K.
Vanguard Small-Cap Value ETF made up 0.36% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #21 holding.
Kiely Wealth Advisory Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Vanguard Small-Cap Value ETF position peaked at $580K in Q3 2024.
1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.