RWB
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RMR Wealth Builders’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-27
Closed -$4K – 679
2021
Q1 		$4K Hold
27
– – ﹤0.01% 700
2020
Q4 		$4K Sell
27
-46,293
-100% -$5.97M ﹤0.01% 470
2020
Q3 		$5.12M Buy
+46,320
New +$5.19M 1.33% 14

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

RMR Wealth Builders's VBR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2021, closing a stake of 27 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in VBR in Q3 2020 and held it in 3 quarters. The position peaked at $5.12M in Q3 2020. 992 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

  • RMR Wealth Builders reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 27 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2021, an estimated $4K.
  • RMR Wealth Builders first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.12M in Q3 2020.
  • 992 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.