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Iron Horse Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Iron Horse Wealth Management’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 		$1.91M Sell
9,784
-55
-0.6% -$10.2K 0.56% 17
2025
Q1 		$1.83M Sell
9,839
-40,075
-80% -$7.92M 0.59% 17
2024
Q4 		$9.89M Buy
49,914
+1,333
+3% +$274K 3.32% 13
2024
Q3 		$9.75M Buy
48,581
+1,757
+4% +$338K 3.33% 14
2024
Q2 		$8.55M Buy
46,824
+1,294
+3% +$239K 3.26% 13
2024
Q1 		$8.74M Buy
45,530
+1,743
+4% +$315K 3.45% 13
2023
Q4 		$7.88M Buy
43,787
+1,393
+3% +$227K 3.45% 13
2023
Q3 		$6.76M Buy
42,394
+1,436
+4% +$240K 3.32% 13
2023
Q2 		$6.77M Buy
40,958
+3,368
+9% +$530K 3.33% 14
2023
Q1 		$5.97M Buy
37,590
+1,381
+4% +$229K 2.98% 15
2022
Q4 		$5.75M Buy
36,209
+21,423
+145% +$3.41M 3.1% 15
2022
Q3 		$2.12M Sell
14,786
-19,721
-57% -$3.13M 3.06% 16
2022
Q2 		$5.17M Buy
34,507
+2,952
+9% +$484K 2.94% 17
2022
Q1 		$5.55M Buy
31,555
+1,788
+6% +$311K 3.05% 17
2021
Q4 		$5.32M Buy
29,767
+1,490
+5% +$265K 2.99% 15
2021
Q3 		$4.79M Buy
28,277
+2,409
+9% +$412K 2.97% 16
2021
Q2 		$4.49M Buy
25,868
+1,253
+5% +$217K 2.96% 15
2021
Q1 		$4.08M Buy
24,615
+1,157
+5% +$182K 3.05% 13
2020
Q4 		$3.34M Buy
+23,458
New +$3.03M 2.67% 13

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 $4.05B AUM 19.01% 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

Iron Horse Wealth Management's VBR Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.56% in Q2 2025, selling an estimated $10.2K and leaving 9,784 shares worth $1.91M. The position accounts for 0.56% of the portfolio, ranked #17.

Iron Horse Wealth Management first reported a position in VBR in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.89M in Q4 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Iron Horse Wealth Management held 9,784 shares of Vanguard Small-Cap Value ETF worth $1.91M as of Q2 2025.
  • Iron Horse Wealth Management sold 55 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $10.2K.
  • Vanguard Small-Cap Value ETF made up 0.56% of Iron Horse Wealth Management's portfolio in Q2 2025, its #17 holding.
  • Iron Horse Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's Vanguard Small-Cap Value ETF position peaked at $9.89M in Q4 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.