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

RE Dickinson 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
2023
Q4 		– Sell
-111
Closed -$18K – 282
2023
Q3 		$18K Buy
+111
New +$18.6K 0.01% 138

Other funds holding VBR

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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 $871B AUM 31.28% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RE Dickinson Investment Advisors's VBR Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2023, closing a stake of 111 shares — an estimated $18K sold.

RE Dickinson Investment Advisors first reported a position in VBR in Q3 2023 and held it in 1 quarter. The position peaked at $18K in Q3 2023. 1,381 funds tracked by Wall St. Rank hold VBR as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 111 Vanguard Small-Cap Value ETF shares in Q4 2023, an estimated $18K.
  • RE Dickinson Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's Vanguard Small-Cap Value ETF position peaked at $18K in Q3 2023.
  • 1,381 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.