B
VBR icon

BetterWealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

BetterWealth’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
-1,249
Closed -$248K – 72
2024
Q4 		$248K Buy
1,249
+7
+0.6% +$1.44K 0.07% 58
2024
Q3 		$249K Buy
1,242
+12
+1% +$2.31K 0.07% 54
2024
Q2 		$225K Sell
1,230
-36
-3% -$6.65K 0.07% 57
2024
Q1 		$243K Buy
1,266
+6
+0.5% +$1.08K 0.08% 56
2023
Q4 		$227K Buy
+1,260
New +$206K 0.08% 56
2023
Q3 		– Sell
-1,246
Closed -$206K – 50
2023
Q2 		$206K Buy
+1,246
New +$196K 0.08% 44
2022
Q2 		– Sell
-1,212
Closed -$213K – 46
2022
Q1 		$213K Buy
1,212
+4
+0.3% +$695 0.29% 32
2021
Q4 		$216K Buy
+1,208
New +$215K 0.15% 38

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

BetterWealth's VBR Position: Q1 2025 in Review

BetterWealth sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 1,249 shares — an estimated $248K sold.

BetterWealth first reported a position in VBR in Q4 2021 and held it in 8 quarters. The position peaked at $249K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • BetterWealth reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • BetterWealth sold 1,249 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $248K.
  • BetterWealth first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 8 quarters.
  • BetterWealth's Vanguard Small-Cap Value ETF position peaked at $249K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on BetterWealth's 13F filing for Q1 2025, filed 28 Apr 2025.