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

KDK Private 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
2026 Q1	$324K	Sell	1,490 -27	-2%	-$6.04K	0.3%	45
2025 Q4	$321K	Sell	1,517 -29	-2%	-$6.07K	0.28%	47
2025 Q3	$323K	Sell	1,546 -76	-5%	-$15.5K	0.33%	40
2025 Q2	$316K	Sell	1,622 -16	-1%	-$2.96K	0.34%	40
2025 Q1	$305K	Hold	1,638	–	–	0.35%	39
2024 Q4	$325K	Buy	+1,638	New	+$336K	0.34%	38

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

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

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

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

KDK Private Wealth Management's VBR Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1.8% in Q1 2026, selling an estimated $6.04K and leaving 1,490 shares worth $324K. The position accounts for 0.3% of the portfolio, ranked #45.

KDK Private Wealth Management first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $325K in Q4 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

KDK Private Wealth Management held 1,490 shares of Vanguard Small-Cap Value ETF worth $324K as of Q1 2026.
KDK Private Wealth Management sold 27 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $6.04K.
Vanguard Small-Cap Value ETF made up 0.3% of KDK Private Wealth Management's portfolio in Q1 2026, its #45 holding.
KDK Private Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's Vanguard Small-Cap Value ETF position peaked at $325K in Q4 2024.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.