Kovitz Investment Group Partners
VBR icon

Kovitz Investment Group Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Kovitz Investment Group Partners’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
-90,078
Closed -$18.8M – 1281
2025
Q3 		$18.8M Sell
90,078
-3,053
-3% -$624K 0.07% 223
2025
Q2 		$18.2M Buy
93,131
+26,488
+40% +$4.9M 0.08% 213
2025
Q1 		$12.4M Buy
66,643
+1,353
+2% +$267K 0.06% 228
2024
Q4 		$12.9M Buy
65,290
+14,492
+29% +$2.97M 0.06% 225
2024
Q3 		$9.85M Buy
50,798
+48,011
+1,723% +$9.23M 0.07% 230
2024
Q2 		$509K Buy
2,787
+83
+3% +$15.3K ﹤0.01% 654
2024
Q1 		$519K Sell
2,704
-15
-0.6% -$2.71K 0.01% 498
2023
Q4 		$489K Buy
2,719
+2
+0.1% +$326 0.01% 332
2023
Q3 		$433K Sell
2,717
-2
-0.1% -$334 0.01% 338
2023
Q2 		$450K Sell
2,719
-108
-4% -$17K 0.01% 347
2023
Q1 		$449K Buy
2,827
+1,217
+76% +$201K 0.01% 353
2022
Q4 		$256K Sell
1,610
-800
-33% -$127K 0.01% 372
2022
Q3 		$346K Sell
2,410
-202
-8% -$32.1K 0.01% 346
2022
Q2 		$391K Sell
2,612
-619
-19% -$102K 0.01% 351
2022
Q1 		$568K Sell
3,231
-974
-23% -$169K 0.01% 331
2021
Q4 		$598K Buy
4,205
+1,085
+35% +$193K 0.01% 331
2021
Q3 		$528K Sell
3,120
-375
-11% -$64.2K 0.01% 348
2021
Q2 		$607K Sell
3,495
-685
-16% -$119K 0.01% 351
2021
Q1 		$692K Sell
4,180
-25
-0.6% -$3.94K 0.02% 318
2020
Q4 		$598K Sell
4,205
-242
-5% -$31.2K 0.01% 328
2020
Q3 		$492K Sell
4,447
-177
-4% -$19.8K 0.01% 325
2020
Q2 		$495K Sell
4,624
-20,697
-82% -$2.08M 0.02% 308
2020
Q1 		$2.25M Sell
25,321
-24,279
-49% -$2.95M 0.08% 164
2019
Q4 		$6.8M Sell
49,600
-5,571
-10% -$738K 0.2% 83
2019
Q3 		$7.11M Sell
55,171
-2,575
-4% -$330K 0.23% 79
2019
Q2 		$7.54M Buy
57,746
+125
+0.2% +$16.3K 0.24% 68
2019
Q1 		$7.42M Buy
+57,621
New +$7.33M 0.23% 69

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Betterment LLC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's VBR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 90,078 shares — an estimated $18.8M sold.

Kovitz Investment Group Partners first reported a position in VBR in Q1 2019 and held it in 27 quarters. The position peaked at $18.8M in Q3 2025. 1,659 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 90,078 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $18.8M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $18.8M in Q3 2025.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.