Cahill Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Cahill 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 Q1	$386K	Hold	2,072	–	–	0.2%	42
2024 Q4	$411K	Hold	2,072	–	–	0.21%	39
2024 Q3	$416K	Hold	2,072	–	–	0.21%	40
2024 Q2	$378K	Hold	2,072	–	–	0.23%	39
2024 Q1	$398K	Hold	2,072	–	–	0.23%	39
2023 Q4	$373K	Sell	2,072 -212	-9%	-$34.6K	0.25%	36
2023 Q3	$364K	Sell	2,284 -43	-2%	-$7.19K	0.28%	36
2023 Q2	$385K	Buy	2,327 +1	+0%	+$157	0.27%	37
2023 Q1	$369K	Buy	2,326 +1	+0%	+$166	0.27%	37
2022 Q4	$404K	Sell	2,325 -1,213	-34%	-$193K	0.29%	38
2022 Q3	$507K	Buy	3,538 +3	+0.1%	+$477	0.45%	29
2022 Q2	$529K	Buy	3,535 +90	+3%	+$14.8K	0.45%	30
2022 Q1	$606K	Buy	+3,445	New	+$599K	0.45%	26

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cahill Wealth Management's VBR Position: Q1 2025 in Review

Cahill Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q1 2025 at 2,072 shares worth $386K. The position accounts for 0.2% of the portfolio, ranked #42.

Cahill Wealth Management first reported a position in VBR in Q1 2022 and has held it in 13 quarters since. The position peaked at $606K in Q1 2022. 1,528 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

Cahill Wealth Management held 2,072 shares of Vanguard Morningstar Small-Cap Value ETF worth $386K as of Q1 2025.
Cahill Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q1 2025.
Vanguard Morningstar Small-Cap Value ETF made up 0.2% of Cahill Wealth Management's portfolio in Q1 2025, its #42 holding.
Cahill Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $606K in Q1 2022.
1,528 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.