Citadel Advisors
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Citadel Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Citadel Advisors’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
2026
Q1 		$1.82M Buy
8,400
+2,500
+42% +$559K ﹤0.01% 6266
2025
Q4 		$1.25M Buy
5,900
+3,100
+111% +$649K ﹤0.01% 6915
2025
Q3 		$584K Buy
2,800
+1,400
+100% +$286K ﹤0.01% 8749
2025
Q2 		$273K Sell
1,400
-2,600
-65% -$481K ﹤0.01% 10007
2025
Q1 		$745K Sell
4,000
-2,600
-39% -$514K ﹤0.01% 7610
2024
Q4 		$1.31M Buy
6,600
+2,200
+50% +$452K ﹤0.01% 6490
2024
Q3 		$883K Buy
4,400
+3,700
+529% +$711K ﹤0.01% 7116
2024
Q2 		$128K Sell
700
-200
-22% -$36.9K ﹤0.01% 10567
2024
Q1 		$173K Sell
900
-7,400
-89% -$1.34M ﹤0.01% 10552
2023
Q4 		$1.49M Buy
8,300
+4,700
+131% +$767K ﹤0.01% 5898
2023
Q3 		$574K Buy
3,600
+1,300
+57% +$217K ﹤0.01% 7761
2023
Q2 		$380K Sell
2,300
-3,800
-62% -$598K ﹤0.01% 8517
2023
Q1 		$968K Buy
6,100
+2,600
+74% +$430K ﹤0.01% 6849
2022
Q4 		$556K Sell
3,500
-1,100
-24% -$175K ﹤0.01% 8023
2022
Q3 		$660K Sell
4,600
-4,800
-51% -$762K ﹤0.01% 7870
2022
Q2 		$1.41M Buy
9,400
+3,300
+54% +$541K ﹤0.01% 6257
2022
Q1 		$1.07M Sell
6,100
-2,800
-31% -$487K ﹤0.01% 7532
2021
Q4 		$1.59M Buy
8,900
+3,700
+71% +$658K ﹤0.01% 6752
2021
Q3 		$880K Sell
5,200
-3,700
-42% -$633K ﹤0.01% 8471
2021
Q2 		$1.55M Sell
8,900
-6,200
-41% -$1.07M ﹤0.01% 7248
2021
Q1 		$2.5M Buy
+15,100
New +$2.38M ﹤0.01% 5875

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
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

Citadel Advisors's VBR Position: Q4 2025 in Review

Citadel Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 4,460 shares — an estimated $934K sold.

Citadel Advisors first reported a position in VBR in Q3 2015 and held it in 23 quarters. The position peaked at $140M in Q1 2022. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Citadel Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 4,460 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $934K.
  • Citadel Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2015 and held it in 23 quarters.
  • Citadel Advisors's Vanguard Small-Cap Value ETF position peaked at $140M in Q1 2022.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.