Tillar-Wenstrup Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Tillar-Wenstrup 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
2023 Q1	–	Sell	-33,692	Closed	-$5.35M	–	30
2022 Q4	$5.35M	Buy	33,692 +8,576	+34%	+$1.37M	2.58%	13
2022 Q3	$3.6M	Buy	25,116 +33	+0.1%	+$5.24K	1.8%	17
2022 Q2	$3.76M	Buy	25,083 +829	+3%	+$136K	1.88%	19
2022 Q1	$4.27M	Buy	+24,254	New	+$4.22M	2.04%	18
2020 Q1	–	Sell	-15,424	Closed	-$2.11M	–	46
2019 Q4	$2.11M	Buy	+15,424	New	+$2.04M	1.18%	29
2018 Q4	–	Sell	-24,030	Closed	-$3.35M	–	58
2018 Q3	$3.35M	Buy	24,030 +7,564	+46%	+$1.06M	1.82%	22
2018 Q2	$2.24M	Sell	16,466 -86	-0.5%	-$11.5K	1.24%	31
2018 Q1	$2.14M	Buy	+16,552	New	+$2.19M	1.25%	34

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tillar-Wenstrup Advisors's VBR Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2023, closing a stake of 33,692 shares — an estimated $5.35M sold.

Tillar-Wenstrup Advisors first reported a position in VBR in Q1 2018 and held it in 8 quarters. The position peaked at $5.35M in Q4 2022. 1,204 funds tracked by Wall St. Rank hold VBR as of Q1 2023.

Tillar-Wenstrup Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 33,692 Vanguard Small-Cap Value ETF shares in Q1 2023, an estimated $5.35M.
Tillar-Wenstrup Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2018 and held it in 8 quarters.
Tillar-Wenstrup Advisors's Vanguard Small-Cap Value ETF position peaked at $5.35M in Q4 2022.
1,204 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.