FA
VBR icon

Fedenia Advisers’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Fedenia Advisers’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
-420
Closed -$83.2K – 420
2024
Q4 		$83.2K Buy
+420
New +$86.2K 0.05% 226

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

Fedenia Advisers's VBR Position: Q1 2025 in Review

Fedenia Advisers sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 420 shares — an estimated $83.2K sold.

Fedenia Advisers first reported a position in VBR in Q4 2024 and held it in 1 quarter. The position peaked at $83.2K in Q4 2024. 1,531 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • Fedenia Advisers reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Fedenia Advisers sold 420 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2025, an estimated $83.2K.
  • Fedenia Advisers first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Fedenia Advisers's Vanguard Morningstar Small-Cap Value ETF position peaked at $83.2K in Q4 2024.
  • 1,531 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2025.

Based on Fedenia Advisers's 13F filing for Q1 2025, filed 28 Apr 2025.