New Potomac Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

New Potomac 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
2024 Q3	$149K	Buy	+740	New	+$142K	0.08%	92

Other funds holding VBR

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

New Potomac Partners's VBR Position: Q3 2024 in Review

New Potomac Partners opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2024: 740 shares worth $149K. The stake represents 0.08% of the portfolio and ranks #92 among its holdings.

1,430 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

New Potomac Partners held 740 shares of Vanguard Morningstar Small-Cap Value ETF worth $149K as of Q3 2024.
Vanguard Morningstar Small-Cap Value ETF was a new New Potomac Partners position in Q3 2024.
Vanguard Morningstar Small-Cap Value ETF made up 0.08% of New Potomac Partners's portfolio in Q3 2024, its #92 holding.
1,430 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.