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Elevate Wealth Advisory’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Elevate Wealth Advisory’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
-78
Closed -$15.3K – 132
2025
Q2 		$15.3K Buy
+78
New +$14.4K 0.01% 120

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elevate Wealth Advisory's VBR Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 78 shares — an estimated $15.3K sold.

Elevate Wealth Advisory first reported a position in VBR in Q2 2025 and held it in 1 quarter. The position peaked at $15.3K in Q2 2025. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Elevate Wealth Advisory reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 78 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $15.3K.
  • Elevate Wealth Advisory first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Elevate Wealth Advisory's Vanguard Small-Cap Value ETF position peaked at $15.3K in Q2 2025.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.