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Laffer Tengler Investments’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-106
Closed -$20.3K – 444
2024
Q1 		$20.3K Buy
+106
New +$19.1K 0.01% 272

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laffer Tengler Investments's VBR Position: Q2 2024 in Review

Laffer Tengler Investments sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2024, closing a stake of 106 shares — an estimated $20.3K sold.

Laffer Tengler Investments first reported a position in VBR in Q1 2024 and held it in 1 quarter. The position peaked at $20.3K in Q1 2024. 1,366 funds tracked by Wall St. Rank hold VBR as of Q2 2024.

  • Laffer Tengler Investments reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 106 Vanguard Small-Cap Value ETF shares in Q2 2024, an estimated $20.3K.
  • Laffer Tengler Investments first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Laffer Tengler Investments's Vanguard Small-Cap Value ETF position peaked at $20.3K in Q1 2024.
  • 1,366 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.