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Christopher J. Hasenberg’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Christopher J. Hasenberg’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
Q2 		$5.85K Sell
30
-16
-35% -$2.96K ﹤0.01% 171
2025
Q1 		$8.59K Sell
46
-130,728
-100% -$25.8M ﹤0.01% 128
2024
Q4 		$25.9M Buy
+130,774
New +$26.8M 10.45% 2

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Christopher J. Hasenberg's VBR Position: Q2 2025 in Review

Christopher J. Hasenberg reduced its Vanguard Small-Cap Value ETF (VBR) stake by 35% in Q2 2025, selling an estimated $2.96K and leaving 30 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Christopher J. Hasenberg first reported a position in VBR in Q4 2024 and has held it in 3 quarters since. The position peaked at $25.9M in Q4 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Christopher J. Hasenberg held 30 shares of Vanguard Small-Cap Value ETF worth $5.85K as of Q2 2025.
  • Christopher J. Hasenberg sold 16 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $2.96K.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #171 holding.
  • Christopher J. Hasenberg first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Christopher J. Hasenberg's Vanguard Small-Cap Value ETF position peaked at $25.9M in Q4 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.