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Sugarloaf Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$15.3K Hold
77
– – ﹤0.01% 440
2024
Q3 		$15.5K Buy
+77
New +$14.8K ﹤0.01% 452

Other funds holding VBR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sugarloaf Wealth Management's VBR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q4 2024 at 77 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Sugarloaf Wealth Management first reported a position in VBR in Q3 2024 and has held it in 2 quarters since. The position peaked at $15.5K in Q3 2024. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Sugarloaf Wealth Management held 77 shares of Vanguard Small-Cap Value ETF worth $15.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q4 2024.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #440 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's Vanguard Small-Cap Value ETF position peaked at $15.5K in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.