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

Wealth 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 Q3	$203K	Hold	1,270	–	–	0.09%	67
2023 Q2	$215K	Hold	1,270	–	–	0.09%	63
2023 Q1	$201K	Hold	1,270	–	–	0.1%	65
2022 Q4	$202K	Buy	+1,270	New	+$202K	0.11%	62
2022 Q2	–	Sell	-1,270	Closed	-$223K	–	70
2022 Q1	$223K	Hold	1,270	–	–	0.08%	66
2021 Q4	$227K	Hold	1,270	–	–	0.08%	64
2021 Q3	$219K	Hold	1,270	–	–	0.09%	65
2021 Q2	$216K	Buy	+1,270	New	+$220K	0.08%	70

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Advisors's VBR Position: Q3 2023 in Review

Wealth Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q3 2023 at 1,270 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #67.

Wealth Advisors first reported a position in VBR in Q2 2021 and has held it in 8 quarters since. The position peaked at $227K in Q4 2021. 1,233 funds tracked by Wall St. Rank hold VBR as of Q3 2023.

Wealth Advisors held 1,270 shares of Vanguard Small-Cap Value ETF worth $203K as of Q3 2023.
Wealth Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q3 2023.
Vanguard Small-Cap Value ETF made up 0.09% of Wealth Advisors's portfolio in Q3 2023, its #67 holding.
Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2021 and has held it in 8 quarters since.
Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $227K in Q4 2021.
1,233 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.