Kanawha Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Kanawha Capital 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 Q3	–	Sell	-1,406	Closed	-$274K	–	224
2025 Q2	$274K	Hold	1,406	–	–	0.02%	186
2025 Q1	$262K	Sell	1,406 -200	-12%	-$39.5K	0.02%	188
2024 Q4	$318K	Sell	1,606 -45	-3%	-$9.24K	0.03%	178
2024 Q3	$331K	Hold	1,651	–	–	0.02%	188
2024 Q2	$301K	Sell	1,651 -206	-11%	-$38.1K	0.02%	195
2024 Q1	$356K	Buy	1,857 +15	+0.8%	+$2.71K	0.03%	182
2023 Q4	$332K	Buy	1,842 +18	+1%	+$2.94K	0.03%	172
2023 Q3	$291K	Buy	1,824 +45	+3%	+$7.52K	0.03%	177
2023 Q2	$294K	Sell	1,779 -95	-5%	-$15K	0.03%	184
2023 Q1	$298K	Hold	1,874	–	–	0.03%	184
2022 Q4	$298K	Hold	1,874	–	–	0.03%	183
2022 Q3	$269K	Buy	1,874 +10	+0.5%	+$1.59K	0.03%	171
2022 Q2	$279K	Buy	1,864 +95	+5%	+$15.6K	0.03%	175
2022 Q1	$311K	Buy	+1,769	New	+$308K	0.03%	178

Other funds holding VBR

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $374B AUM 17.66% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kanawha Capital Management's VBR Position: Q3 2025 in Review

Kanawha Capital Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 1,406 shares — an estimated $274K sold.

Kanawha Capital Management first reported a position in VBR in Q1 2022 and held it in 14 quarters. The position peaked at $356K in Q1 2024. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Kanawha Capital Management reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Kanawha Capital Management sold 1,406 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $274K.
Kanawha Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2022 and held it in 14 quarters.
Kanawha Capital Management's Vanguard Small-Cap Value ETF position peaked at $356K in Q1 2024.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Kanawha Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.