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

Acorn 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
2025
Q1 		– Sell
-2,081
Closed -$412K – 241
2024
Q4 		$412K Buy
+2,081
New +$427K 0.17% 124
2018
Q3 		– Sell
-124
Closed -$17K – 425
2018
Q2 		$17K Hold
124
– – 0.01% 424
2018
Q1 		$16K Buy
124
+90
+265% +$11.9K 0.01% 429
2017
Q4 		$5K Buy
+34
New +$4.42K ﹤0.01% 607

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Acorn Wealth Advisors's VBR Position: Q1 2025 in Review

Acorn Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 2,081 shares — an estimated $412K sold.

Acorn Wealth Advisors first reported a position in VBR in Q4 2017 and held it in 4 quarters. The position peaked at $412K in Q4 2024. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • Acorn Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,081 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $412K.
  • Acorn Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and held it in 4 quarters.
  • Acorn Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $412K in Q4 2024.
  • 1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on Acorn Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.