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Safeguard Investment Advisory Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-364
Closed -$51K – 682
2020
Q4 		$51K Buy
+364
New +$47K 0.05% 197

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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 $11.5B AUM 18.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Safeguard Investment Advisory Group's VBR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2021, closing a stake of 364 shares — an estimated $51K sold.

Safeguard Investment Advisory Group first reported a position in VBR in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 977 funds tracked by Wall St. Rank hold VBR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 364 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2021, an estimated $51K.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $51K in Q4 2020.
  • 977 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.