EPG Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

EPG Wealth 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 Q4	–	Sell	-12	Closed	-$2.5K	–	332
2025 Q3	$2.5K	Hold	12	–	–	﹤0.01%	306
2025 Q2	$2.34K	Sell	12 -62	-84%	-$11.5K	﹤0.01%	304
2025 Q1	$13.7K	Buy	74 +1	+1%	+$198	﹤0.01%	356
2024 Q4	$14.5K	Buy	73 +61	+508%	+$12.5K	﹤0.01%	355
2024 Q3	$2.41K	Buy	+12	New	+$2.31K	﹤0.01%	409
2024 Q2	–	Sell	-12	Closed	-$2.22K	–	432
2024 Q1	$2.3K	Hold	12	–	–	﹤0.01%	431
2023 Q4	$2.11K	Hold	12	–	–	﹤0.01%	410
2023 Q3	$1.91K	Hold	12	–	–	﹤0.01%	407
2023 Q2	$1.99K	Sell	12 -72	-86%	-$11.3K	﹤0.01%	398
2023 Q1	$13.3K	Buy	+84	New	+$13.9K	﹤0.01%	353
2020 Q2	–	Sell	-2,427	Closed	-$216K	–	734
2020 Q1	$216K	Sell	2,427 -1,325	-35%	-$161K	0.16%	116
2019 Q4	$514K	Buy	+3,752	New	+$497K	0.38%	47

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EPG Wealth Management's VBR Position: Q4 2025 in Review

EPG Wealth Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 12 shares — an estimated $2.5K sold.

EPG Wealth Management first reported a position in VBR in Q4 2019 and held it in 12 quarters. The position peaked at $514K in Q4 2019. 1,661 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

EPG Wealth Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
EPG Wealth Management sold 12 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $2.5K.
EPG Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and held it in 12 quarters.
EPG Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $514K in Q4 2019.
1,661 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on EPG Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.