SpiderRock Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

SpiderRock 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
2024 Q3	$378K	Buy	+1,882	New	+$362K	0.01%	688

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

SpiderRock Advisors's VBR Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2024: 1,882 shares worth $378K. The stake represents 0.01% of the portfolio and ranks #688 among its holdings.

1,427 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

SpiderRock Advisors held 1,882 shares of Vanguard Morningstar Small-Cap Value ETF worth $378K as of Q3 2024.
Vanguard Morningstar Small-Cap Value ETF was a new SpiderRock Advisors position in Q3 2024.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #688 holding.
1,427 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.