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Ameliora Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Ameliora Wealth Management’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
Q2 		– Sell
-1,400
Closed -$261K – 240
2025
Q1 		$261K Hold
1,400
– – 0.1% 89
2024
Q4 		$277K Hold
1,400
– – 0.1% 85
2024
Q3 		$281K Hold
1,400
– – 0.12% 71
2024
Q2 		$256K Hold
1,400
– – 0.12% 77
2024
Q1 		$269K Buy
+1,400
New +$253K 0.12% 78

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

Ameliora Wealth Management's VBR Position: Q2 2025 in Review

Ameliora Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 1,400 shares — an estimated $261K sold.

Ameliora Wealth Management first reported a position in VBR in Q1 2024 and held it in 5 quarters. The position peaked at $281K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Ameliora Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,400 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $261K.
  • Ameliora Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and held it in 5 quarters.
  • Ameliora Wealth Management's Vanguard Small-Cap Value ETF position peaked at $281K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.