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Bank of New Hampshire’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Bank of New Hampshire’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
-55
Closed -$10.9K – 472
2024
Q4 		$10.9K Hold
55
– – ﹤0.01% 392
2024
Q3 		$11K Hold
55
– – ﹤0.01% 392
2024
Q2 		$10K Buy
+55
New +$10.2K ﹤0.01% 416

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 $58.2B AUM 22.78% 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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of New Hampshire's VBR Position: Q1 2025 in Review

Bank of New Hampshire sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 55 shares — an estimated $10.9K sold.

Bank of New Hampshire first reported a position in VBR in Q2 2024 and held it in 3 quarters. The position peaked at $11K in Q3 2024. 1,526 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • Bank of New Hampshire reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of New Hampshire sold 55 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2025, an estimated $10.9K.
  • Bank of New Hampshire first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and held it in 3 quarters.
  • Bank of New Hampshire's Vanguard Morningstar Small-Cap Value ETF position peaked at $11K in Q3 2024.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2025.

Based on Bank of New Hampshire's 13F filing for Q1 2025, filed 14 Apr 2025.