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Slow Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Slow Capital’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
2020
Q4 		– Sell
-31
Closed -$3K – 280
2020
Q3 		$3K Buy
+31
New +$3.48K ﹤0.01% 283
2018
Q2 		– Sell
-18
Closed -$2K – 191
2018
Q1 		$2K Hold
18
– – ﹤0.01% 200
2017
Q4 		$2K Buy
+18
New +$2.34K ﹤0.01% 186

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Slow Capital's VBR Position: Q4 2020 in Review

Slow Capital sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2020, closing a stake of 31 shares — an estimated $3K sold.

Slow Capital first reported a position in VBR in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 900 funds tracked by Wall St. Rank hold VBR as of Q4 2020.

  • Slow Capital reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Slow Capital sold 31 Vanguard Small-Cap Value ETF shares in Q4 2020, an estimated $3K.
  • Slow Capital first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and held it in 3 quarters.
  • Slow Capital's Vanguard Small-Cap Value ETF position peaked at $3K in Q3 2020.
  • 900 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2020.

Based on Slow Capital's 13F filing for Q4 2020, filed 11 Feb 2021.