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Zullo Investment Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Zullo Investment Group’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
-9
Closed -$1.43K – 684
2022
Q4 		$1.43K Hold
9
– – ﹤0.01% 720
2022
Q3 		$1K Hold
9
– – ﹤0.01% 748
2022
Q2 		$1K Hold
9
– – ﹤0.01% 763
2022
Q1 		$2K Hold
9
– – ﹤0.01% 758
2021
Q4 		$2K Buy
+9
New +$1.6K ﹤0.01% 771

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Zullo Investment Group's VBR Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2023, closing a stake of 9 shares — an estimated $1.43K sold.

Zullo Investment Group first reported a position in VBR in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 1,204 funds tracked by Wall St. Rank hold VBR as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 9 Vanguard Small-Cap Value ETF shares in Q1 2023, an estimated $1.43K.
  • Zullo Investment Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Small-Cap Value ETF position peaked at $2K in Q1 2022.
  • 1,204 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.