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

Financial Harvest’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
-2,228
Closed -$434K – 60
2025
Q2 		$434K Buy
+2,228
New +$412K 0.32% 33
2025
Q1 		– Sell
-3,325
Closed -$659K – 99
2024
Q4 		$659K Buy
+3,325
New +$683K 0.56% 25

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

Financial Harvest's VBR Position: Q3 2025 in Review

Financial Harvest sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 2,228 shares — an estimated $434K sold.

Financial Harvest first reported a position in VBR in Q4 2024 and held it in 2 quarters. The position peaked at $659K in Q4 2024. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Financial Harvest reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Harvest sold 2,228 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $434K.
  • Financial Harvest first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Financial Harvest's Vanguard Small-Cap Value ETF position peaked at $659K in Q4 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Financial Harvest's 13F filing for Q3 2025, filed 14 Oct 2025.