Great Oak Capital Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Great Oak Capital Partners’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	-2,687	Closed	-$561K	–	47
2025 Q3	$561K	Buy	+2,687	New	+$549K	0.15%	28

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

Align Financial Hermantown, Minnesota $176M AUM

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

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

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

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

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

Great Oak Capital Partners's VBR Position: Q4 2025 in Review

Great Oak Capital Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 2,687 shares — an estimated $561K sold.

Great Oak Capital Partners first reported a position in VBR in Q3 2025 and held it in 1 quarter. The position peaked at $561K in Q3 2025. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

Great Oak Capital Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Great Oak Capital Partners sold 2,687 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $561K.
Great Oak Capital Partners first reported a position in Vanguard Small-Cap Value ETF in Q3 2025 and held it in 1 quarter.
Great Oak Capital Partners's Vanguard Small-Cap Value ETF position peaked at $561K in Q3 2025.
1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

Based on Great Oak Capital Partners's 13F filing for Q4 2025, filed 6 Jan 2026.