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

Richwood 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
2022
Q1 		– Sell
-140
Closed -$25K – 243
2021
Q4 		$25K Buy
+140
New +$24.9K 0.02% 196

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 $11.5B AUM 18.82% 1-Year Est. Return

Richwood Investment Advisors's VBR Position: Q1 2022 in Review

Richwood Investment Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 140 shares — an estimated $25K sold.

Richwood Investment Advisors first reported a position in VBR in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 1,153 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

  • Richwood Investment Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 140 Vanguard Small-Cap Value ETF shares in Q1 2022, an estimated $25K.
  • Richwood Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's Vanguard Small-Cap Value ETF position peaked at $25K in Q4 2021.
  • 1,153 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.