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KKM Financial’s Vanguard Small-Cap Value ETF VBR Stock Holding History

KKM Financial’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
-2,049
Closed -$400K – 154
2025
Q2 		$400K Hold
2,049
– – 0.14% 113
2025
Q1 		$382K Hold
2,049
– – 0.16% 109
2024
Q4 		$406K Hold
2,049
– – 0.17% 110
2024
Q3 		$411K Hold
2,049
– – 0.2% 97
2024
Q2 		$374K Hold
2,049
– – 0.18% 110
2024
Q1 		$393K Hold
2,049
– – 0.19% 109
2023
Q4 		$369K Buy
+2,049
New +$334K 0.23% 92

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

KKM Financial's VBR Position: Q3 2025 in Review

KKM Financial sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 2,049 shares — an estimated $400K sold.

KKM Financial first reported a position in VBR in Q4 2023 and held it in 7 quarters. The position peaked at $411K in Q3 2024. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • KKM Financial reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • KKM Financial sold 2,049 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $400K.
  • KKM Financial first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and held it in 7 quarters.
  • KKM Financial's Vanguard Small-Cap Value ETF position peaked at $411K in Q3 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.