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Sadoff Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Sadoff Investment Management’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
Q3 		$427K Buy
2,976
+60
+2% +$9.53K 0.03% 60
2022
Q2 		$437K Sell
2,916
-471
-14% -$77.2K 0.03% 60
2022
Q1 		$596K Buy
+3,387
New +$589K 0.04% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Sadoff Investment Management's VBR Position: Q3 2022 in Review

Sadoff Investment Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 2.1% in Q3 2022, buying an estimated $9.53K and bringing the position to 2,976 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #60.

Sadoff Investment Management first reported a position in VBR in Q1 2022 and has held it in 3 quarters since. The position peaked at $596K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold VBR as of Q3 2022.

  • Sadoff Investment Management held 2,976 shares of Vanguard Small-Cap Value ETF worth $427K as of Q3 2022.
  • Sadoff Investment Management bought 60 Vanguard Small-Cap Value ETF shares in Q3 2022, an estimated $9.53K.
  • Vanguard Small-Cap Value ETF made up 0.03% of Sadoff Investment Management's portfolio in Q3 2022, its #60 holding.
  • Sadoff Investment Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Sadoff Investment Management's Vanguard Small-Cap Value ETF position peaked at $596K in Q1 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.