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Pecaut & Co’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Pecaut & Co’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
Q4 		– Sell
-53
Closed -$8.52K – 101
2023
Q3 		$8.52K Hold
53
– – ﹤0.01% 94
2023
Q2 		$8.8K Hold
53
– – ﹤0.01% 99
2023
Q1 		$8.41K Hold
53
– – ﹤0.01% 104
2022
Q4 		$8.42K Buy
53
+14
+36% +$2.23K ﹤0.01% 103
2022
Q3 		$6K Sell
39
-17
-30% -$2.7K ﹤0.01% 98
2022
Q2 		$8K Hold
56
– – ﹤0.01% 93
2022
Q1 		$10K Buy
56
+2
+4% +$348 ﹤0.01% 95
2021
Q4 		$10K Buy
54
+26
+93% +$4.62K 0.01% 91
2021
Q3 		$5K Sell
28
-2
-7% -$342 ﹤0.01% 77
2021
Q2 		$5K Buy
+30
New +$5.2K ﹤0.01% 78

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return