Independence Bank of Kentucky’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Independence Bank of Kentucky’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 Q1	–	Sell	-9	Closed	-$1.78K	–	633
2024 Q4	$1.78K	Hold	9	–	–	﹤0.01%	602
2024 Q3	$1.81K	Hold	9	–	–	﹤0.01%	568
2024 Q2	$1.64K	Hold	9	–	–	﹤0.01%	523
2024 Q1	$1.73K	Hold	9	–	–	﹤0.01%	508
2023 Q4	$1.62K	Hold	9	–	–	﹤0.01%	503
2023 Q3	$1.44K	Hold	9	–	–	﹤0.01%	471
2023 Q2	$1.49K	Hold	9	–	–	﹤0.01%	495
2023 Q1	$1.43K	Hold	9	–	–	﹤0.01%	415
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	435
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	415
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	420
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	404
2021 Q4	$2K	Sell	9 -8	-47%	-$1.42K	﹤0.01%	392
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	383
2021 Q2	$3K	Buy	17 +8	+89%	+$1.39K	﹤0.01%	371
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	380
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	374
2020 Q3	$1K	Buy	+9	New	+$1.01K	﹤0.01%	365

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independence Bank of Kentucky's VBR Position: Q1 2025 in Review

Independence Bank of Kentucky sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 9 shares — an estimated $1.78K sold.

Independence Bank of Kentucky first reported a position in VBR in Q3 2020 and held it in 18 quarters. The position peaked at $3K in Q3 2021. 1,526 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

Independence Bank of Kentucky reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Independence Bank of Kentucky sold 9 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2025, an estimated $1.78K.
Independence Bank of Kentucky first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and held it in 18 quarters.
Independence Bank of Kentucky's Vanguard Morningstar Small-Cap Value ETF position peaked at $3K in Q3 2021.
1,526 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2025.

Based on Independence Bank of Kentucky's 13F filing for Q1 2025, filed 11 Apr 2025.