Global Retirement Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $9.43M | Buy |
44,528
+32,871
| +282% | +$6.88M | 0.17% | 119 |
|
|
2025
Q3 | $2.43M | Buy |
11,657
+508
| +5% | +$104K | 0.05% | 310 |
|
|
2025
Q2 | $2.17M | Buy |
+11,149
| New | +$2.06M | 0.05% | 320 |
|
|
2024
Q4 | $1.79M | Buy |
9,053
+176
| +2% | +$36.1K | 0.05% | 322 |
|
|
2024
Q3 | $1.78M | Buy |
8,877
+409
| +5% | +$78.6K | 0.05% | 305 |
|
|
2024
Q2 | $1.55M | Sell |
8,468
-358
| -4% | -$66.1K | 0.05% | 319 |
|
|
2024
Q1 | $1.69M | Sell |
8,826
-71
| -0.8% | -$12.8K | 0.06% | 260 |
|
|
2023
Q4 | $1.55M | Sell |
8,897
-250
| -3% | -$40.8K | 0.06% | 255 |
|
|
2023
Q3 | $1.42M | Sell |
9,147
-729
| -7% | -$122K | 0.07% | 242 |
|
|
2023
Q2 | $1.63M | Sell |
9,876
-177
| -2% | -$27.9K | 0.08% | 227 |
|
|
2023
Q1 | $1.54M | Buy |
10,053
+1,780
| +22% | +$295K | 0.08% | 236 |
|
|
2022
Q4 | $1.31M | Sell |
8,273
-324
| -4% | -$51.6K | 0.09% | 220 |
|
|
2022
Q3 | $1.38M | Buy |
8,597
+1,566
| +22% | +$249K | 0.1% | 201 |
|
|
2022
Q2 | $1.05M | Buy |
7,031
+182
| +3% | +$29.8K | 0.08% | 238 |
|
|
2022
Q1 | $1.09M | Buy |
+6,849
| New | +$1.19M | 0.09% | 240 |
|
|
2021
Q4 | – | Sell |
-6,104
| Closed | -$1.03M | – | 1725 |
|
|
2021
Q3 | $1.03M | Buy |
6,104
+127
| +2% | +$21.7K | 0.1% | 188 |
|
|
2021
Q2 | $1.04M | Buy |
5,977
+2,212
| +59% | +$383K | 0.11% | 186 |
|
|
2021
Q1 | $623K | Buy |
3,765
+54
| +1% | +$8.51K | 0.07% | 232 |
|
|
2020
Q4 | $528K | Sell |
3,711
-14
| -0.4% | -$1.81K | 0.07% | 235 |
|
|
2020
Q3 | $412K | Buy |
3,725
+619
| +20% | +$69.4K | 0.06% | 254 |
|
|
2020
Q2 | $332K | Buy |
3,106
+264
| +9% | +$26.5K | 0.05% | 278 |
|
|
2020
Q1 | $252K | Buy |
2,842
+452
| +19% | +$54.8K | 0.05% | 284 |
|
|
2019
Q4 | $328K | Sell |
2,390
-164
| -6% | -$21.7K | 0.05% | 293 |
|
|
2019
Q3 | $329K | Buy |
2,554
+203
| +9% | +$26K | 0.05% | 280 |
|
|
2019
Q2 | $307K | Buy |
2,351
+282
| +14% | +$36.7K | 0.06% | 265 |
|
|
2019
Q1 | $266K | Buy |
2,069
+502
| +32% | +$63.9K | 0.06% | 249 |
|
|
2018
Q4 | $179K | Sell |
1,567
-79
| -5% | -$10K | 0.05% | 303 |
|
|
2018
Q3 | $229K | Buy |
1,646
+846
| +106% | +$119K | 0.05% | 274 |
|
|
2018
Q2 | $109K | Sell |
800
-253
| -24% | -$33.9K | 0.03% | 377 |
|
|
2018
Q1 | $136K | Buy |
1,053
+404
| +62% | +$53.6K | 0.04% | 335 |
|
|
2017
Q4 | $86K | Buy |
649
+346
| +114% | +$45K | 0.02% | 394 |
|
|
2017
Q3 | $39K | Hold |
303
| – | – | 0.02% | 489 |
|
|
2017
Q2 | $37K | Buy |
303
+46
| +18% | +$5.62K | 0.02% | 474 |
|
|
2017
Q1 | $32K | Buy |
257
+3
| +1% | +$369 | 0.02% | 457 |
|
|
2016
Q4 | $31K | Buy |
+254
| New | +$29.1K | 0.02% | 431 |
|
Other funds holding VBR
AF
AL
Global Retirement Partners's VBR Position: Q4 2025 in Review
Global Retirement Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 282% in Q4 2025, buying an estimated $6.88M and bringing the position to 44,528 shares worth $9.43M. The position accounts for 0.17% of the portfolio, ranked #119.
Global Retirement Partners first reported a position in VBR in Q4 2016 and has held it in 35 quarters since. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.
- Global Retirement Partners held 44,528 shares of Vanguard Small-Cap Value ETF worth $9.43M as of Q4 2025.
- Global Retirement Partners bought 32,871 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $6.88M.
- Vanguard Small-Cap Value ETF made up 0.17% of Global Retirement Partners's portfolio in Q4 2025, its #119 holding.
- Global Retirement Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2016 and has held it in 35 quarters since.
- 1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.