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

Cadence Bank’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 		$376K Sell
1,773
-21
-1% -$4.4K 0.02% 262
2025
Q3 		$374K Sell
1,794
-11
-0.6% -$2.25K 0.02% 259
2025
Q2 		$352K Buy
1,805
+5
+0.3% +$926 0.02% 266
2025
Q1 		$335K Sell
1,800
-47
-3% -$9.29K 0.02% 263
2024
Q4 		$366K Sell
1,847
-113
-6% -$23.2K 0.02% 254
2024
Q3 		$394K Sell
1,960
-5
-0.3% -$961 0.03% 244
2024
Q2 		$359K Sell
1,965
-47
-2% -$8.68K 0.03% 220
2024
Q1 		$386K Sell
2,012
-133
-6% -$24K 0.03% 248
2023
Q4 		$386K Sell
2,145
-39
-2% -$6.37K 0.03% 246
2023
Q3 		$348K Sell
2,184
-1,743
-44% -$291K 0.03% 255
2023
Q2 		$650K Sell
3,927
-1,380
-26% -$217K 0.06% 193
2023
Q1 		$843K Sell
5,307
-846
-14% -$140K 0.08% 163
2022
Q4 		$977K Sell
6,153
-389
-6% -$61.9K 0.09% 150
2022
Q3 		$938K Buy
6,542
+1,736
+36% +$276K 0.1% 146
2022
Q2 		$720K Buy
4,806
+341
+8% +$55.9K 0.1% 97
2022
Q1 		$785K Buy
4,465
+3,259
+270% +$567K 0.1% 103
2021
Q4 		$216K Hold
1,206
– – 0.03% 190
2021
Q3 		$204K Sell
1,206
-154
-11% -$26.4K 0.03% 190
2021
Q2 		$236K Buy
+1,360
New +$236K 0.03% 176
2018
Q2 		– Sell
-1,725
Closed -$223K – 248
2018
Q1 		$223K Sell
1,725
-4,000
-70% -$530K 0.02% 227
2017
Q4 		$760K Buy
+5,725
New +$745K 0.07% 111

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

Cadence Bank's VBR Position: Q4 2025 in Review

Cadence Bank reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1.2% in Q4 2025, selling an estimated $4.4K and leaving 1,773 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #262.

Cadence Bank first reported a position in VBR in Q4 2017 and has held it in 21 quarters since. The position peaked at $977K in Q4 2022. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Cadence Bank held 1,773 shares of Vanguard Small-Cap Value ETF worth $376K as of Q4 2025.
  • Cadence Bank sold 21 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $4.4K.
  • Vanguard Small-Cap Value ETF made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #262 holding.
  • Cadence Bank first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and has held it in 21 quarters since.
  • Cadence Bank's Vanguard Small-Cap Value ETF position peaked at $977K in Q4 2022.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.