Creekmur Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Creekmur Asset 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 Q3	$290K	Sell	1,388 -19	-1%	-$3.88K	0.05%	163
2025 Q2	$274K	Hold	1,407	–	–	0.05%	197
2025 Q1	$262K	Buy	1,407 +9	+0.6%	+$1.78K	0.05%	163
2024 Q4	$277K	Buy	1,398 +6	+0.4%	+$1.23K	0.06%	107
2024 Q3	$279K	Buy	1,392 +12	+0.9%	+$2.31K	0.07%	98
2024 Q2	$252K	Hold	1,380	–	–	0.07%	104
2024 Q1	$265K	Sell	1,380 -236	-15%	-$42.6K	0.09%	96
2023 Q4	$291K	Buy	+1,616	New	+$264K	0.09%	107

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

Creekmur Asset Management's VBR Position: Q3 2025 in Review

Creekmur Asset Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1.4% in Q3 2025, selling an estimated $3.88K and leaving 1,388 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #163.

Creekmur Asset Management first reported a position in VBR in Q4 2023 and has held it in 8 quarters since. The position peaked at $291K in Q4 2023. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Creekmur Asset Management held 1,388 shares of Vanguard Small-Cap Value ETF worth $290K as of Q3 2025.
Creekmur Asset Management sold 19 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $3.88K.
Vanguard Small-Cap Value ETF made up 0.05% of Creekmur Asset Management's portfolio in Q3 2025, its #163 holding.
Creekmur Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Vanguard Small-Cap Value ETF position peaked at $291K in Q4 2023.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.