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Mid-American Wealth Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Mid-American Wealth Advisory 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
-94
Closed -$18.3K – 312
2025
Q2 		$18.3K Buy
+94
New +$17.4K 0.01% 125

Other funds holding VBR

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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

Mid-American Wealth Advisory Group's VBR Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 94 shares — an estimated $18.3K sold.

Mid-American Wealth Advisory Group first reported a position in VBR in Q2 2025 and held it in 1 quarter. The position peaked at $18.3K in Q2 2025. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 94 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $18.3K.
  • Mid-American Wealth Advisory Group first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Vanguard Small-Cap Value ETF position peaked at $18.3K in Q2 2025.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.