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Strengthening Families & Communities LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Strengthening Families & Communities LLC’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
2022
Q4 		$0 Buy
+1
New +$159 ﹤0.01% 385

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Strengthening Families & Communities LLC's VBR Position: Q4 2022 in Review

Strengthening Families & Communities LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2022: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings.

1,221 funds tracked by Wall St. Rank hold VBR as of Q4 2022.

  • Strengthening Families & Communities LLC held 1 share of Vanguard Morningstar Small-Cap Value ETF worth $0 as of Q4 2022.
  • Vanguard Morningstar Small-Cap Value ETF was a new Strengthening Families & Communities LLC position in Q4 2022.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q4 2022, its #385 holding.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2022, filed 6 Feb 2023.