John Overdeck’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

John Overdeck’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 Q4	–	Sell	-25,300	Closed	-$5.28M	–	4450
2025 Q3	$5.28M	Buy	+25,300	New	+$5.17M	0.01%	1416
2025 Q2	–	Sell	-17,800	Closed	-$3.32M	–	3553
2025 Q1	$3.32M	Buy	+17,800	New	+$3.52M	0.01%	1377

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

John Overdeck's VBR Position: Q4 2025 in Review

John Overdeck sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 25,300 shares — an estimated $5.28M sold.

John Overdeck first reported a position in VBR in Q1 2025 and held it in 2 quarters. The position peaked at $5.28M in Q3 2025. 1,659 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

John Overdeck reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
John Overdeck sold 25,300 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $5.28M.
John Overdeck first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and held it in 2 quarters.
John Overdeck's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.28M in Q3 2025.
1,659 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.