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Stewardship Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Stewardship Financial 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
2021
Q1 		$0 Buy
+2
New +$315 ﹤0.01% 106
2020
Q1 		– Sell
-4
Closed -$1K – 85
2019
Q4 		$1K Hold
4
– – ﹤0.01% 89
2019
Q3 		$1K Buy
+4
New +$512 ﹤0.01% 73
2019
Q2 		– Sell
-4
Closed -$1K – 72
2019
Q1 		$1K Buy
+4
New +$509 ﹤0.01% 69

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 $49B AUM 17.78% 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 $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Stewardship Financial Advisors's VBR Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2021: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #106 among its holdings. This is a return to the name: Stewardship Financial Advisors previously reported a position in VBR as recently as Q4 2019.

Stewardship Financial Advisors first reported a position in VBR in Q1 2019 and has held it in 4 quarters since. The position peaked at $1K in Q4 2019. 976 funds tracked by Wall St. Rank hold VBR as of Q1 2021.

  • Stewardship Financial Advisors held 2 shares of Vanguard Small-Cap Value ETF worth $0 as of Q1 2021.
  • Vanguard Small-Cap Value ETF was a new Stewardship Financial Advisors position in Q1 2021.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #106 holding.
  • Stewardship Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2019 and has held it in 4 quarters since.
  • Stewardship Financial Advisors's Vanguard Small-Cap Value ETF position peaked at $1K in Q4 2019.
  • 976 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.