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Rather & Kittrell’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Rather & Kittrell’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 		– Sell
-401
Closed -$71K – 294
2021
Q4 		$71K Buy
+401
New +$71.3K 0.06% 110

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Rather & Kittrell's VBR Position: Q1 2022 in Review

Rather & Kittrell sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 401 shares — an estimated $71K sold.

Rather & Kittrell first reported a position in VBR in Q4 2021 and held it in 1 quarter. The position peaked at $71K in Q4 2021. 1,152 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

  • Rather & Kittrell reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 401 Vanguard Small-Cap Value ETF shares in Q1 2022, an estimated $71K.
  • Rather & Kittrell first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Vanguard Small-Cap Value ETF position peaked at $71K in Q4 2021.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.