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Kessler Investment Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Kessler Investment Group’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
-47
Closed -$9.16K – 201
2025
Q2 		$9.16K Hold
47
– – ﹤0.01% 140
2025
Q1 		$8.76K Buy
+47
New +$9.29K ﹤0.01% 151
2022
Q2 		– Sell
-725
Closed -$128K – 191
2022
Q1 		$128K Sell
725
-90
-11% -$15.6K 0.07% 84
2021
Q4 		$146K Buy
815
+18
+2% +$3.2K 0.08% 87
2021
Q3 		$135K Buy
+797
New +$136K 0.1% 79

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

Kessler Investment Group's VBR Position: Q3 2025 in Review

Kessler Investment Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 47 shares — an estimated $9.16K sold.

Kessler Investment Group first reported a position in VBR in Q3 2021 and held it in 5 quarters. The position peaked at $146K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Kessler Investment Group reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Kessler Investment Group sold 47 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $9.16K.
  • Kessler Investment Group first reported a position in Vanguard Small-Cap Value ETF in Q3 2021 and held it in 5 quarters.
  • Kessler Investment Group's Vanguard Small-Cap Value ETF position peaked at $146K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.