Koesten Hirschmann & Crabtree’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-25	Closed	-$5.29K	–	229
2025 Q3	$5.29K	Buy	25 +1	+4%	+$204	﹤0.01%	166
2025 Q2	$4.62K	Buy	24 +3	+14%	+$555	﹤0.01%	180
2025 Q1	$3.98K	Buy	21 +3	+17%	+$593	﹤0.01%	153
2024 Q4	$3.5K	Buy	18 +3	+20%	+$616	﹤0.01%	148
2024 Q3	$3.03K	Buy	15 +5	+50%	+$961	﹤0.01%	148
2024 Q2	$1.86K	Hold	10	–	–	﹤0.01%	181
2024 Q1	$1.86K	Buy	10 +2	+25%	+$361	﹤0.01%	181
2023 Q4	$1.37K	Buy	8 +2	+33%	+$326	﹤0.01%	155
2023 Q3	$950	Buy	6 +2	+50%	+$334	﹤0.01%	154
2023 Q2	$609	Buy	4 +3	+300%	+$472	﹤0.01%	149
2023 Q1	$197	Buy	+1	New	+$166	﹤0.01%	242

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VBR Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 25 shares — an estimated $5.29K sold.

Koesten Hirschmann & Crabtree first reported a position in VBR in Q1 2023 and held it in 11 quarters. The position peaked at $5.29K in Q3 2025. 1,661 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 25 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $5.29K.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and held it in 11 quarters.
Koesten Hirschmann & Crabtree's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.29K in Q3 2025.
1,661 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.