Almanack Investment Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Almanack Investment Partners’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 Q3	–	Sell	-56,450	Closed	-$11M	–	241
2025 Q2	$11M	Buy	+56,450	New	+$10.4M	1.75%	13
2022 Q3	–	Sell	-10,190	Closed	-$1.53M	–	943
2022 Q2	$1.53M	Sell	10,190 -8,860	-47%	-$1.45M	0.15%	98
2022 Q1	$3.35M	Sell	19,050 -480	-2%	-$83.5K	0.29%	62
2021 Q4	$3.49M	Sell	19,530 -2,440	-11%	-$434K	0.28%	64
2021 Q3	$3.72M	Sell	21,970 -84,844	-79%	-$14.5M	0.33%	61
2021 Q2	$18.5M	Buy	106,814 +49,098	+85%	+$8.51M	1.77%	14
2021 Q1	$9.56M	Buy	57,716 +55,415	+2,408%	+$8.73M	0.97%	23
2020 Q4	$327K	Buy	+2,301	New	+$297K	0.04%	277
2020 Q1	–	Sell	-10,591	Closed	-$1.45M	–	302
2019 Q4	$1.45M	Buy	+10,591	New	+$1.4M	0.28%	54
2018 Q1	–	Sell	-5,596	Closed	-$743K	–	212
2017 Q4	$743K	Buy	+5,596	New	+$728K	0.29%	39

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Almanack Investment Partners's VBR Position: Q3 2025 in Review

Almanack Investment Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 56,450 shares — an estimated $11M sold.

Almanack Investment Partners first reported a position in VBR in Q4 2017 and held it in 10 quarters. The position peaked at $18.5M in Q2 2021. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Almanack Investment Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Almanack Investment Partners sold 56,450 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $11M.
Almanack Investment Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and held it in 10 quarters.
Almanack Investment Partners's Vanguard Small-Cap Value ETF position peaked at $18.5M in Q2 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.