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Financial Gravity Companies’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Financial Gravity Companies’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
Q2 		$33.2K Buy
+170
New +$31.5K 0.01% 364
2024
Q4 		$57.6K Buy
291
+1
+0.3% +$205 0.01% 266
2024
Q3 		$58.3K Buy
+290
New +$55.7K 0.02% 171
2018
Q4 		$23K Buy
+184
New +$23.3K 0.02% 467
2018
Q1 		$6K Sell
43
-169
-80% -$22.4K 0.01% 698
2017
Q4 		$29K Buy
+212
New +$27.6K 0.03% 431

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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Gravity Companies's VBR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2025: 170 shares worth $33.2K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VBR as recently as Q4 2024.

Financial Gravity Companies first reported a position in VBR in Q4 2017 and has held it in 6 quarters since. The position peaked at $58.3K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Financial Gravity Companies held 170 shares of Vanguard Small-Cap Value ETF worth $33.2K as of Q2 2025.
  • Vanguard Small-Cap Value ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Small-Cap Value ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #364 holding.
  • Financial Gravity Companies first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Vanguard Small-Cap Value ETF position peaked at $58.3K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.