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AMM
American Money Management’s
Vanguard Small-Cap Value ETF
VBR
Stock Holding History
American Money 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
2026
Q1
$858K
Sell
3,951
-8
-0.2%
-$1.79K
0.14%
80
2025
Q4
$839K
Buy
3,959
+183
+5%
+$38.3K
0.13%
77
2025
Q3
$788K
Sell
3,776
-27
-0.7%
-$5.52K
0.13%
78
2025
Q2
$742K
Sell
3,803
-139
-4%
-$25.7K
0.13%
76
2025
Q1
$734K
Buy
3,942
+14
+0.4%
+$2.77K
0.14%
75
2024
Q4
$778K
Sell
3,928
-73
-2%
-$15K
0.15%
72
2024
Q3
$803K
Sell
4,001
-167
-4%
-$32.1K
0.16%
73
2024
Q2
$761K
Sell
4,168
-32
-0.8%
-$5.91K
0.16%
75
2024
Q1
$806K
Sell
4,200
-531
-11%
-$95.8K
0.17%
78
2023
Q4
$851K
Sell
4,731
-29
-0.6%
-$4.73K
0.19%
73
2023
Q3
$759K
Sell
4,760
-78
-2%
-$13K
0.19%
74
2023
Q2
$800K
Buy
4,838
+15
+0.3%
+$2.36K
0.2%
74
2023
Q1
$766K
Sell
4,823
-176
-4%
-$29.1K
0.2%
75
2022
Q4
$794K
Sell
4,999
-21
-0.4%
-$3.34K
0.23%
73
2022
Q3
$720K
Buy
5,020
+18
+0.4%
+$2.86K
0.22%
76
2022
Q2
$749K
Buy
5,002
+13
+0.3%
+$2.13K
0.22%
74
2022
Q1
$878K
Sell
4,989
-21
-0.4%
-$3.65K
0.23%
71
2021
Q4
$896K
Buy
5,010
+18
+0.4%
+$3.2K
0.23%
70
2021
Q3
$845K
Buy
+4,992
New
+$855K
0.24%
70
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AL
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$3.51B AUM
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1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
SEI Investments
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$108B AUM
26.14%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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