Nauset Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Nauset Wealth 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
2022 Q1	$2.46M	Buy	+13,963	New	+$2.43M	1.95%	15

Other funds holding VBR

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

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

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

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

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

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

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

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Nauset Wealth Management's VBR Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2022: 13,963 shares worth $2.46M. The stake represents 1.95% of the portfolio and ranks #15 among its holdings.

1,153 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

Nauset Wealth Management held 13,963 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.46M as of Q1 2022.
Vanguard Morningstar Small-Cap Value ETF was a new Nauset Wealth Management position in Q1 2022.
Vanguard Morningstar Small-Cap Value ETF made up 1.95% of Nauset Wealth Management's portfolio in Q1 2022, its #15 holding.
1,153 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.