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Meitav Investment House’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Meitav Investment House’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
2020
Q1 		– Sell
-2,100
Closed -$288K – 452
2019
Q4 		$288K Sell
2,100
-300
-13% -$39.7K 0.02% 344
2019
Q3 		$312K Hold
2,400
– – 0.02% 327
2019
Q2 		$309K Buy
+2,400
New +$312K 0.02% 327

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meitav Investment House's VBR Position: Q1 2020 in Review

Meitav Investment House sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2020, closing a stake of 2,100 shares — an estimated $288K sold.

Meitav Investment House first reported a position in VBR in Q2 2019 and held it in 3 quarters. The position peaked at $312K in Q3 2019. 692 funds tracked by Wall St. Rank hold VBR as of Q1 2020.

  • Meitav Investment House reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Meitav Investment House sold 2,100 Vanguard Small-Cap Value ETF shares in Q1 2020, an estimated $288K.
  • Meitav Investment House first reported a position in Vanguard Small-Cap Value ETF in Q2 2019 and held it in 3 quarters.
  • Meitav Investment House's Vanguard Small-Cap Value ETF position peaked at $312K in Q3 2019.
  • 692 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2020.

Based on Meitav Investment House's 13F filing for Q1 2020, filed 11 May 2020.