Mirador Capital Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mirador Capital Partners’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	-13,559	Closed	-$1.86M	–	171
2019 Q4	$1.86M	Buy	13,559 +1,091	+9%	+$145K	0.75%	44
2019 Q3	$1.61M	Buy	12,468 +115	+0.9%	+$14.7K	0.72%	45
2019 Q2	$1.61M	Sell	12,353 -139	-1%	-$18.1K	0.79%	47
2019 Q1	$1.61M	Sell	12,492 -10,835	-46%	-$1.38M	0.87%	42
2018 Q4	$2.66M	Sell	23,327 -1,176	-5%	-$149K	1.64%	18
2018 Q3	$3.42M	Buy	24,503 +405	+2%	+$56.8K	1.67%	16
2018 Q2	$3.27M	Sell	24,098 -596	-2%	-$80K	1.78%	16
2018 Q1	$3.21M	Sell	24,694 -7,987	-24%	-$1.06M	2.24%	11
2017 Q4	$4.34M	Buy	32,681 +838	+3%	+$109K	2.38%	7
2017 Q3	$4.11M	Buy	31,843 +198	+0.6%	+$24.4K	2.41%	7
2017 Q2	$3.92M	Buy	31,645 +4,256	+16%	+$520K	2.4%	7
2017 Q1	$3.37M	Sell	27,389 -1,357	-5%	-$167K	2.45%	6
2016 Q4	$3.48M	Buy	28,746 +12,964	+82%	+$1.49M	2.79%	4
2016 Q3	$1.75M	Sell	15,782 -9,711	-38%	-$1.07M	1.53%	21
2016 Q2	$2.79M	Buy	+25,493	New	+$2.64M	2.79%	6

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirador Capital Partners's VBR Position: Q1 2020 in Review

Mirador Capital Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2020, closing a stake of 13,559 shares — an estimated $1.86M sold.

Mirador Capital Partners first reported a position in VBR in Q2 2016 and held it in 15 quarters. The position peaked at $4.34M in Q4 2017. 690 funds tracked by Wall St. Rank hold VBR as of Q1 2020.

Mirador Capital Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Mirador Capital Partners sold 13,559 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2020, an estimated $1.86M.
Mirador Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2016 and held it in 15 quarters.
Mirador Capital Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.34M in Q4 2017.
690 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2020.

Based on Mirador Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.