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EnRich Financial Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-551
Closed -$109K – 203
2024
Q4 		$109K Hold
551
– – 0.04% 72
2024
Q3 		$111K Buy
551
+16
+3% +$3.08K 0.04% 71
2024
Q2 		$97.6K Sell
535
-86
-14% -$15.9K 0.04% 73
2024
Q1 		$119K Buy
+621
New +$112K 0.04% 64

Other funds holding VBR

Bank of America
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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

EnRich Financial Partners's VBR Position: Q1 2025 in Review

EnRich Financial Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 551 shares — an estimated $109K sold.

EnRich Financial Partners first reported a position in VBR in Q1 2024 and held it in 4 quarters. The position peaked at $119K in Q1 2024. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • EnRich Financial Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 551 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $109K.
  • EnRich Financial Partners first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Vanguard Small-Cap Value ETF position peaked at $119K in Q1 2024.
  • 1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.