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

Wipfli Financial 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
2022 Q3	$79K	Buy	+552	New	+$87.7K	0.01%	845

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

Wipfli Financial Advisors's VBR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q3 2022: 552 shares worth $79K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings.

1,085 funds tracked by Wall St. Rank hold VBR as of Q3 2022.

Wipfli Financial Advisors held 552 shares of Vanguard Small-Cap Value ETF worth $79K as of Q3 2022.
Vanguard Small-Cap Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Small-Cap Value ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #845 holding.
1,085 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.