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Blue Barn Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-10,857
Closed -$2.27M – 156
2025
Q3 		$2.27M Sell
10,857
-853
-7% -$174K 1% 25
2025
Q2 		$2.28M Buy
11,710
+20
+0.2% +$3.7K 1.08% 23
2025
Q1 		$2.18M Sell
11,690
-86
-0.7% -$17K 1.14% 21
2024
Q4 		$2.33M Sell
11,776
-110
-0.9% -$22.6K 1.23% 22
2024
Q3 		$2.39M Sell
11,886
-84
-0.7% -$16.1K 1.23% 20
2024
Q2 		$2.18M Sell
11,970
-173
-1% -$32K 1.22% 22
2024
Q1 		$2.33M Sell
12,143
-202
-2% -$36.5K 1.3% 21
2023
Q4 		$2.22M Sell
12,345
-139
-1% -$22.7K 1.32% 22
2023
Q3 		$1.99M Sell
12,484
-459
-4% -$76.7K 1.31% 21
2023
Q2 		$2.14M Sell
12,943
-144
-1% -$22.7K 1.39% 19
2023
Q1 		$2.08M Buy
13,087
+153
+1% +$25.3K 1.29% 22
2022
Q4 		$2.05M Buy
12,934
+323
+3% +$51.4K 1.35% 20
2022
Q3 		$1.81M Sell
12,611
-31
-0.2% -$4.92K 1.29% 18
2022
Q2 		$1.89M Sell
12,642
-376
-3% -$61.7K 1.45% 16
2022
Q1 		$2.29M Buy
13,018
+527
+4% +$91.6K 1.59% 15
2021
Q4 		$2.23M Sell
12,491
-330
-3% -$58.7K 1.51% 15
2021
Q3 		$2.17M Sell
12,821
-17
-0.1% -$2.91K 1.9% 14
2021
Q2 		$2.23M Buy
+12,838
New +$2.22M 2.29% 13

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
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Barn Wealth's VBR Position: Q4 2025 in Review

Blue Barn Wealth sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 10,857 shares — an estimated $2.27M sold.

Blue Barn Wealth first reported a position in VBR in Q2 2021 and held it in 18 quarters. The position peaked at $2.39M in Q3 2024. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Blue Barn Wealth reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 10,857 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $2.27M.
  • Blue Barn Wealth first reported a position in Vanguard Small-Cap Value ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Vanguard Small-Cap Value ETF position peaked at $2.39M in Q3 2024.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.