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

Kaydan 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 		– Sell
-107,129
Closed -$20M – 118
2025
Q1 		$20M Sell
107,129
-35,279
-25% -$6.97M 6.4% 7
2024
Q4 		$28.2M Sell
142,408
-2,194
-2% -$450K 9.38% 2
2024
Q3 		$29M Buy
144,602
+107,703
+292% +$20.7M 8.57% 3
2024
Q2 		$6.73M Buy
+36,899
New +$6.82M 2.39% 10

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 $3.51B AUM 13.98% 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

Kaydan Wealth Management's VBR Position: Q2 2025 in Review

Kaydan Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 107,129 shares — an estimated $20M sold.

Kaydan Wealth Management first reported a position in VBR in Q2 2024 and held it in 4 quarters. The position peaked at $29M in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Kaydan Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Kaydan Wealth Management sold 107,129 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $20M.
  • Kaydan Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and held it in 4 quarters.
  • Kaydan Wealth Management's Vanguard Small-Cap Value ETF position peaked at $29M in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Kaydan Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.