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Jackson Creek Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Jackson Creek Investment 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
2025
Q3 		– Sell
-4,251
Closed -$829K – 364
2025
Q2 		$829K Buy
4,251
+144
+4% +$26.7K 0.22% 191
2025
Q1 		$765K Buy
4,107
+31
+0.8% +$6.12K 0.24% 192
2024
Q4 		$808K Buy
4,076
+53
+1% +$10.9K 0.24% 191
2024
Q3 		$808K Sell
4,023
-175
-4% -$33.6K 0.24% 190
2024
Q2 		$766K Buy
4,198
+336
+9% +$62.1K 0.28% 193
2024
Q1 		$741K Buy
3,862
+19
+0.5% +$3.43K 0.26% 206
2023
Q4 		$692K Hold
3,843
– – 0.27% 199
2023
Q3 		$613K Buy
3,843
+63
+2% +$10.5K 0.26% 200
2023
Q2 		$625K Buy
3,780
+55
+1% +$8.66K 0.25% 198
2023
Q1 		$591K Buy
+3,725
New +$617K 0.25% 216
2022
Q1 		– Sell
-1,374
Closed -$246K – 360
2021
Q4 		$246K Buy
1,374
+152
+12% +$27K 0.09% 292
2021
Q3 		$207K Buy
1,222
+49
+4% +$8.39K 0.08% 293
2021
Q2 		$204K Sell
1,173
-68
-5% -$11.8K 0.08% 295
2021
Q1 		$206K Buy
+1,241
New +$195K 0.07% 316

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jackson Creek Investment Advisors's VBR Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 4,251 shares — an estimated $829K sold.

Jackson Creek Investment Advisors first reported a position in VBR in Q1 2021 and held it in 14 quarters. The position peaked at $829K in Q2 2025. 1,573 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,251 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $829K.
  • Jackson Creek Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 14 quarters.
  • Jackson Creek Investment Advisors's Vanguard Small-Cap Value ETF position peaked at $829K in Q2 2025.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.