Zurich Insurance Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Zurich Insurance 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
2022 Q1	–	Sell	-11,430	Closed	-$2.04M	–	232
2021 Q4	$2.04M	Hold	11,430	–	–	0.02%	124
2021 Q3	$1.94M	Hold	11,430	–	–	0.02%	130
2021 Q2	$1.94M	Hold	11,430	–	–	0.02%	136
2021 Q1	$1.94M	Buy	+11,430	New	+$1.8M	0.03%	118

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

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

Zurich Insurance Group's VBR Position: Q1 2022 in Review

Zurich Insurance Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 11,430 shares — an estimated $2.04M sold.

Zurich Insurance Group first reported a position in VBR in Q1 2021 and held it in 4 quarters. The position peaked at $2.04M in Q4 2021. 1,152 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

Zurich Insurance Group reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Zurich Insurance Group sold 11,430 Vanguard Small-Cap Value ETF shares in Q1 2022, an estimated $2.04M.
Zurich Insurance Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 4 quarters.
Zurich Insurance Group's Vanguard Small-Cap Value ETF position peaked at $2.04M in Q4 2021.
1,152 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

Based on Zurich Insurance Group's 13F filing for Q1 2022, filed 16 May 2022.