HWA
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Heritage Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Heritage Wealth Advisors’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
2026
Q1 		$26.1K Sell
120
-63
-34% -$14.1K ﹤0.01% 406
2025
Q4 		$38.8K Hold
183
– – ﹤0.01% 340
2025
Q3 		$38.2K Hold
183
– – ﹤0.01% 323
2025
Q2 		$35.7K Buy
183
+120
+190% +$22.2K ﹤0.01% 325
2025
Q1 		$11.7K Buy
+63
New +$12.4K ﹤0.01% 413
2022
Q3 		– Sell
-166
Closed -$25K – 574
2022
Q2 		$25K Buy
+166
New +$27.2K ﹤0.01% 402
2019
Q3 		– Sell
-302
Closed -$39.5K – 470
2019
Q2 		$39.5K Buy
+302
New +$39.3K 0.01% 282
2019
Q1 		– Sell
-200
Closed -$22K – 463
2018
Q4 		$22K Hold
200
– – ﹤0.01% 258
2018
Q3 		$27K Buy
+200
New +$28K 0.01% 246

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return