SFSG
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Stearns Financial Services Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Stearns Financial Services 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
2020
Q3 		$18K Hold
162
– – ﹤0.01% 193
2020
Q2 		$17K Hold
162
– – ﹤0.01% 179
2020
Q1 		$14K Buy
162
+157
+3,140% +$19K ﹤0.01% 184
2019
Q4 		$1K Sell
5
-11
-69% -$1.46K ﹤0.01% 188
2019
Q3 		$2K Buy
16
+11
+220% +$1.41K ﹤0.01% 170
2019
Q2 		$1K Hold
5
– – ﹤0.01% 177
2019
Q1 		$1K Hold
5
– – ﹤0.01% 170
2018
Q4 		$1K Hold
5
– – ﹤0.01% 170
2018
Q3 		$1K Buy
+5
New +$701 ﹤0.01% 177

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 $501B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return