Reby Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Reby 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
2020 Q4	$33K	Buy	+233	New	+$30.1K	0.01%	276

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Reby Advisors's VBR Position: Q4 2020 in Review

Reby Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2020: 233 shares worth $33K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings.

901 funds tracked by Wall St. Rank hold VBR as of Q4 2020.

Reby Advisors held 233 shares of Vanguard Morningstar Small-Cap Value ETF worth $33K as of Q4 2020.
Vanguard Morningstar Small-Cap Value ETF was a new Reby Advisors position in Q4 2020.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #276 holding.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.