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

Future Financial 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	-49	Closed	-$10.2K	–	420
2025 Q3	$10.2K	Hold	49	–	–	0.01%	379
2025 Q2	$9.55K	Hold	49	–	–	0.01%	372
2025 Q1	$9.13K	Hold	49	–	–	0.01%	375
2024 Q4	$9.71K	Hold	49	–	–	0.01%	370
2024 Q3	$9.84K	Buy	+49	New	+$9.42K	0.01%	386
2024 Q2	–	Sell	-49	Closed	-$9.4K	–	451
2024 Q1	$9.4K	Buy	+49	New	+$8.84K	0.01%	406

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 22.9% 1-Year Est. Return

Future Financial Wealth Management's VBR Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 49 shares — an estimated $10.2K sold.

Future Financial Wealth Management first reported a position in VBR in Q1 2024 and held it in 6 quarters. The position peaked at $10.2K in Q3 2025. 1,663 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

Future Financial Wealth Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 49 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $10.2K.
Future Financial Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and held it in 6 quarters.
Future Financial Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $10.2K in Q3 2025.
1,663 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.