Panoramic Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Panoramic Investment Advisors’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 Q4	$775K	Buy	+4,882	New	+$777K	0.79%	38

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Panoramic Investment Advisors's VBR Position: Q4 2022 in Review

Panoramic Investment Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q4 2022: 4,882 shares worth $775K. The stake represents 0.79% of the portfolio and ranks #38 among its holdings.

1,217 funds tracked by Wall St. Rank hold VBR as of Q4 2022.

Panoramic Investment Advisors held 4,882 shares of Vanguard Small-Cap Value ETF worth $775K as of Q4 2022.
Vanguard Small-Cap Value ETF was a new Panoramic Investment Advisors position in Q4 2022.
Vanguard Small-Cap Value ETF made up 0.79% of Panoramic Investment Advisors's portfolio in Q4 2022, its #38 holding.
1,217 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2022.

Based on Panoramic Investment Advisors's 13F filing for Q4 2022, filed 1 Mar 2023.