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Little House Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Little House Capital’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
Q2 		– Sell
-2,020
Closed -$335K – 179
2021
Q1 		$335K Buy
+2,020
New +$318K 0.12% 86
2019
Q2 		– Sell
-130
Closed -$16K – 260
2019
Q1 		$16K Buy
+130
New +$16.5K 0.01% 224

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Little House Capital's VBR Position: Q2 2021 in Review

Little House Capital sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2021, closing a stake of 2,020 shares — an estimated $335K sold.

Little House Capital first reported a position in VBR in Q1 2019 and held it in 2 quarters. The position peaked at $335K in Q1 2021. 991 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

  • Little House Capital reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Little House Capital sold 2,020 Vanguard Small-Cap Value ETF shares in Q2 2021, an estimated $335K.
  • Little House Capital first reported a position in Vanguard Small-Cap Value ETF in Q1 2019 and held it in 2 quarters.
  • Little House Capital's Vanguard Small-Cap Value ETF position peaked at $335K in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2021.

Based on Little House Capital's 13F filing for Q2 2021, filed 16 Aug 2021.