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Rice Partnership’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Rice Partnership’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
2019
Q4 		– Sell
-247
Closed -$32K – 121
2019
Q3 		$32K Buy
+247
New +$31.6K 0.02% 88

Other funds holding VBR

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Bank of America
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Rice Partnership's VBR Position: Q4 2019 in Review

Rice Partnership sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2019, closing a stake of 247 shares — an estimated $32K sold.

Rice Partnership first reported a position in VBR in Q3 2019 and held it in 1 quarter. The position peaked at $32K in Q3 2019. 777 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

  • Rice Partnership reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Rice Partnership sold 247 Vanguard Small-Cap Value ETF shares in Q4 2019, an estimated $32K.
  • Rice Partnership first reported a position in Vanguard Small-Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Rice Partnership's Vanguard Small-Cap Value ETF position peaked at $32K in Q3 2019.
  • 777 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2019.

Based on Rice Partnership's 13F filing for Q4 2019, filed 30 Jan 2020.