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

Financial Perspectives’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	–	Sell	-9	Closed	-$1.68K	–	735
2025 Q1	$1.68K	Hold	9	–	–	﹤0.01%	636
2024 Q4	$1.78K	Hold	9	–	–	﹤0.01%	634
2024 Q3	$1.81K	Hold	9	–	–	﹤0.01%	600
2024 Q2	$1.64K	Hold	9	–	–	﹤0.01%	591
2024 Q1	$1.73K	Hold	9	–	–	﹤0.01%	583
2023 Q4	$1.62K	Hold	9	–	–	﹤0.01%	606
2023 Q3	$1.44K	Hold	9	–	–	﹤0.01%	619
2023 Q2	$1.49K	Hold	9	–	–	﹤0.01%	602
2023 Q1	$1.43K	Hold	9	–	–	﹤0.01%	603
2022 Q4	$1.43K	Hold	9	–	–	﹤0.01%	607
2022 Q3	$1.29K	Buy	+9	New	+$1.43K	﹤0.01%	615
2022 Q2	–	Sell	-138	Closed	-$24.3K	–	698
2022 Q1	$24.3K	Buy	+138	New	+$24K	0.01%	345

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Financial Perspectives's VBR Position: Q2 2025 in Review

Financial Perspectives sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 9 shares — an estimated $1.68K sold.

Financial Perspectives first reported a position in VBR in Q1 2022 and held it in 12 quarters. The position peaked at $24.3K in Q1 2022. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Financial Perspectives reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Financial Perspectives sold 9 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $1.68K.
Financial Perspectives first reported a position in Vanguard Small-Cap Value ETF in Q1 2022 and held it in 12 quarters.
Financial Perspectives's Vanguard Small-Cap Value ETF position peaked at $24.3K in Q1 2022.
1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Financial Perspectives's 13F filing for Q2 2025, filed 30 Jul 2025.