Stratford Consulting’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Stratford Consulting’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 Q1	$1K	Buy	+16	New	+$1.94K	﹤0.01%	86

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stratford Consulting's VBR Position: Q1 2020 in Review

Stratford Consulting opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2020: 16 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #86 among its holdings.

690 funds tracked by Wall St. Rank hold VBR as of Q1 2020.

Stratford Consulting held 16 shares of Vanguard Morningstar Small-Cap Value ETF worth $1K as of Q1 2020.
Vanguard Morningstar Small-Cap Value ETF was a new Stratford Consulting position in Q1 2020.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Stratford Consulting's portfolio in Q1 2020, its #86 holding.
690 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.