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MRP Capital Investments’s Vanguard Small-Cap Value ETF VBR Stock Holding History

MRP Capital 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
2023
Q2 		– Sell
-21
Closed -$3.33K – 254
2023
Q1 		$3.33K Buy
+21
New +$3.48K ﹤0.01% 198

Other funds holding VBR

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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MRP Capital Investments's VBR Position: Q2 2023 in Review

MRP Capital Investments sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2023, closing a stake of 21 shares — an estimated $3.33K sold.

MRP Capital Investments first reported a position in VBR in Q1 2023 and held it in 1 quarter. The position peaked at $3.33K in Q1 2023. 1,233 funds tracked by Wall St. Rank hold VBR as of Q2 2023.

  • MRP Capital Investments reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • MRP Capital Investments sold 21 Vanguard Small-Cap Value ETF shares in Q2 2023, an estimated $3.33K.
  • MRP Capital Investments first reported a position in Vanguard Small-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • MRP Capital Investments's Vanguard Small-Cap Value ETF position peaked at $3.33K in Q1 2023.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2023.

Based on MRP Capital Investments's 13F filing for Q2 2023, filed 24 Jul 2023.