Vanguard Group
RBT

Vanguard Group’s Rubicon Technologies, Inc. RBT Stock Holding History

Vanguard Group’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-541,946
Closed -$218K – 4515
2024
Q1 		$218K Buy
541,946
+76,908
+17% +$75.9K ﹤0.01% 4163
2023
Q4 		$860K Buy
465,038
+11,850
+3% +$23.3K ﹤0.01% 3881
2023
Q3 		$943K Buy
453,188
+440,358
+3,432% +$2.06M ﹤0.01% 3855
2023
Q2 		$38K Hold
12,830
– – ﹤0.01% 4483
2023
Q1 		$67.4K Buy
+12,830
New +$133K ﹤0.01% 4440

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BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return