RA
VBR icon

Reby Advisors’s Vanguard 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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
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 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.

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

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

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