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

Legend Financial Advisors’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
Q1 		– Sell
-7
Closed -$1.39K – 241
2024
Q4 		$1.39K Buy
+7
New +$1.44K ﹤0.01% 210
2024
Q3 		– Sell
-7
Closed -$1.28K – 271
2024
Q2 		$1.28K Buy
+7
New +$1.29K ﹤0.01% 242
2023
Q2 		– Sell
-56
Closed -$8.89K – 233
2023
Q1 		$8.89K Hold
56
– – 0.01% 161
2022
Q4 		$8.89K Hold
56
– – 0.01% 172
2022
Q3 		$8.03K Buy
+56
New +$8.89K 0.01% 162

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legend Financial Advisors's VBR Position: Q1 2025 in Review

Legend Financial Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 7 shares — an estimated $1.39K sold.

Legend Financial Advisors first reported a position in VBR in Q3 2022 and held it in 5 quarters. The position peaked at $8.89K in Q4 2022. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • Legend Financial Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 7 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $1.39K.
  • Legend Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2022 and held it in 5 quarters.
  • Legend Financial Advisors's Vanguard Small-Cap Value ETF position peaked at $8.89K in Q4 2022.
  • 1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.