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Nadler Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Nadler Financial Group’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
-1,612
Closed -$267K – 134
2021
Q1 		$267K Buy
+1,612
New +$254K 0.05% 96

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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

Nadler Financial Group's VBR Position: Q2 2021 in Review

Nadler Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2021, closing a stake of 1,612 shares — an estimated $267K sold.

Nadler Financial Group first reported a position in VBR in Q1 2021 and held it in 1 quarter. The position peaked at $267K in Q1 2021. 991 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

  • Nadler Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Nadler Financial Group sold 1,612 Vanguard Small-Cap Value ETF shares in Q2 2021, an estimated $267K.
  • Nadler Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Nadler Financial Group's Vanguard Small-Cap Value ETF position peaked at $267K in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2021.

Based on Nadler Financial Group's 13F filing for Q2 2021, filed 16 Jul 2021.