HVP
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Hudson Value Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Hudson Value 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
Q2 		– Sell
-9,672
Closed -$1.8M – 115
2025
Q1 		$1.8M Buy
9,672
+878
+10% +$173K 0.68% 40
2024
Q4 		$1.74M Buy
8,794
+569
+7% +$117K 0.65% 38
2024
Q3 		$1.65M Buy
8,225
+2,189
+36% +$421K 0.64% 37
2024
Q2 		$1.1M Buy
6,036
+349
+6% +$64.5K 0.47% 58
2024
Q1 		$1.09M Buy
5,687
+557
+11% +$101K 0.46% 57
2023
Q4 		$923K Buy
5,130
+361
+8% +$58.9K 0.43% 60
2023
Q3 		$761K Buy
4,769
+416
+10% +$69.6K 0.4% 65
2023
Q2 		$719K Buy
4,353
+1,879
+76% +$296K 0.37% 63
2023
Q1 		$393K Sell
2,474
-15
-0.6% -$2.48K 0.22% 82
2022
Q4 		$395K Buy
2,489
+954
+62% +$152K 0.24% 81
2022
Q3 		$220K Sell
1,535
-30
-2% -$4.76K 0.15% 98
2022
Q2 		$234K Sell
1,565
-16
-1% -$2.62K 0.15% 96
2022
Q1 		$278K Buy
1,581
+77
+5% +$13.4K 0.14% 102
2021
Q4 		$269K Buy
1,504
+39
+3% +$6.94K 0.13% 108
2021
Q3 		$248K Buy
1,465
+40
+3% +$6.85K 0.14% 106
2021
Q2 		$247K Buy
1,425
+199
+16% +$34.5K 0.14% 109
2021
Q1 		$203K Sell
1,226
-473
-28% -$74.5K 0.12% 108
2020
Q4 		$241K Buy
+1,699
New +$219K 0.16% 103

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Hudson Value Partners's VBR Position: Q2 2025 in Review

Hudson Value Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 9,672 shares — an estimated $1.8M sold.

Hudson Value Partners first reported a position in VBR in Q4 2020 and held it in 18 quarters. The position peaked at $1.8M in Q1 2025. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Hudson Value Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Hudson Value Partners sold 9,672 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $1.8M.
  • Hudson Value Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and held it in 18 quarters.
  • Hudson Value Partners's Vanguard Small-Cap Value ETF position peaked at $1.8M in Q1 2025.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Hudson Value Partners's 13F filing for Q2 2025, filed 18 Jul 2025.