Cardinal Strategic Wealth Guidance’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cardinal Strategic Wealth Guidance’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	–	Sell	-210	Closed	-$41K	–	63
2025 Q2	$41K	Hold	210	–	–	0.01%	55
2025 Q1	$39.1K	Hold	210	–	–	0.01%	53
2024 Q4	$41.6K	Hold	210	–	–	0.01%	69
2024 Q3	$42.2K	Hold	210	–	–	0.01%	57
2024 Q2	$38.3K	Hold	210	–	–	0.01%	66
2024 Q1	$40.3K	Hold	210	–	–	0.02%	55
2023 Q4	$37.8K	Hold	210	–	–	0.02%	69
2023 Q3	$33.5K	Hold	210	–	–	0.02%	74
2023 Q2	$34.7K	Hold	210	–	–	0.02%	71
2023 Q1	$33.3K	Hold	210	–	–	0.02%	72
2022 Q4	$33.3K	Hold	210	–	–	0.02%	76
2022 Q3	$30K	Hold	210	–	–	0.02%	68
2022 Q2	$31K	Hold	210	–	–	0.02%	74
2022 Q1	$37K	Buy	+210	New	+$36.5K	0.02%	81

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

Cardinal Strategic Wealth Guidance's VBR Position: Q3 2025 in Review

Cardinal Strategic Wealth Guidance sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 210 shares — an estimated $41K sold.

Cardinal Strategic Wealth Guidance first reported a position in VBR in Q1 2022 and held it in 14 quarters. The position peaked at $42.2K in Q3 2024. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Cardinal Strategic Wealth Guidance reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 210 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $41K.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Small-Cap Value ETF in Q1 2022 and held it in 14 quarters.
Cardinal Strategic Wealth Guidance's Vanguard Small-Cap Value ETF position peaked at $42.2K in Q3 2024.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2025, filed 22 Oct 2025.