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

Brass Tax 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 Q3	$694K	Buy	3,324 +66	+2%	+$13.5K	0.12%	95
2025 Q2	$635K	Sell	3,258 -6	-0.2%	-$1.11K	0.12%	89
2025 Q1	$608K	Sell	3,264 -27	-0.8%	-$5.33K	0.13%	86
2024 Q4	$652K	Buy	3,291 +6	+0.2%	+$1.23K	0.14%	80
2024 Q3	$660K	Buy	3,285 +120	+4%	+$23.1K	0.14%	75
2024 Q2	$578K	Sell	3,165 -28	-0.9%	-$5.17K	0.25%	57
2024 Q1	$613K	Buy	+3,193	New	+$576K	0.32%	45

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brass Tax Wealth Management's VBR Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 2% in Q3 2025, buying an estimated $13.5K and bringing the position to 3,324 shares worth $694K. The position accounts for 0.12% of the portfolio, ranked #95.

Brass Tax Wealth Management first reported a position in VBR in Q1 2024 and has held it in 7 quarters since. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Brass Tax Wealth Management held 3,324 shares of Vanguard Small-Cap Value ETF worth $694K as of Q3 2025.
Brass Tax Wealth Management bought 66 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $13.5K.
Vanguard Small-Cap Value ETF made up 0.12% of Brass Tax Wealth Management's portfolio in Q3 2025, its #95 holding.
Brass Tax Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.