Macroview Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Macroview Investment Management’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	–	Sell	-9	Closed	-$1.86K	–	520
2024 Q3	$1.86K	Hold	9	–	–	﹤0.01%	487
2024 Q2	$1.67K	Hold	9	–	–	﹤0.01%	499
2024 Q1	$1.76K	Hold	9	–	–	﹤0.01%	551
2023 Q4	$1.64K	Hold	9	–	–	﹤0.01%	539
2023 Q3	$1.44K	Hold	9	–	–	﹤0.01%	608
2023 Q2	$1.49K	Hold	9	–	–	﹤0.01%	407
2023 Q1	$1.43K	Hold	9	–	–	﹤0.01%	371
2022 Q4	$1.43K	Hold	9	–	–	﹤0.01%	379
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	391
2022 Q2	$1K	Buy	+9	New	+$1.48K	﹤0.01%	424
2020 Q2	–	Sell	-21	Closed	-$2K	–	405
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	262
2019 Q4	$3K	Sell	21 -35	-63%	-$4.64K	0.01%	261
2019 Q3	$7K	Hold	56	–	–	0.02%	156
2019 Q2	$7K	Hold	56	–	–	0.02%	159
2019 Q1	$7K	Hold	56	–	–	0.02%	168
2018 Q4	$6K	Buy	56 +1	+2%	+$127	0.02%	153
2018 Q3	$8K	Hold	55	–	–	0.03%	135
2018 Q2	$8K	Hold	55	–	–	0.03%	133
2018 Q1	$7K	Hold	55	–	–	0.03%	126
2017 Q4	$7K	Buy	55 +20	+57%	+$2.6K	0.03%	89
2017 Q3	$4K	Buy	+35	New	+$4.32K	0.02%	111

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

Macroview Investment Management's VBR Position: Q4 2024 in Review

Macroview Investment Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 9 shares — an estimated $1.86K sold.

Macroview Investment Management first reported a position in VBR in Q3 2017 and held it in 21 quarters. The position peaked at $8K in Q3 2018. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

Macroview Investment Management reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 9 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $1.86K.
Macroview Investment Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2017 and held it in 21 quarters.
Macroview Investment Management's Vanguard Small-Cap Value ETF position peaked at $8K in Q3 2018.
1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.