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

Future You Wealth’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 		$3.13M Sell
16,063
-1,007
-6% -$186K 1.7% 9
2025
Q1 		$3.18M Sell
17,070
-1,960
-10% -$387K 2.04% 8
2024
Q4 		$3.77M Buy
+19,030
New +$3.91M 2.67% 7

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 22.96% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Future You Wealth's VBR Position: Q2 2025 in Review

Future You Wealth reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.9% in Q2 2025, selling an estimated $186K and leaving 16,063 shares worth $3.13M. The position accounts for 1.7% of the portfolio, ranked #9.

Future You Wealth first reported a position in VBR in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.77M in Q4 2024. 1,562 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Future You Wealth held 16,063 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.13M as of Q2 2025.
  • Future You Wealth sold 1,007 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $186K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.7% of Future You Wealth's portfolio in Q2 2025, its #9 holding.
  • Future You Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Future You Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.77M in Q4 2024.
  • 1,562 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.