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Miller Equity Capital Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Miller Equity Capital 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
-12,655
Closed -$2.51M – 32
2024
Q4 		$2.51M Sell
12,655
-33
-0.3% -$6.77K 0.96% 27
2024
Q3 		$2.55M Hold
12,688
– – 0.99% 28
2024
Q2 		$2.32M Hold
12,688
– – 0.96% 28
2024
Q1 		$2.43M Hold
12,688
– – 1.01% 27
2023
Q4 		$2.28M Hold
12,688
– – 1.03% 28
2023
Q3 		$2.02M Buy
12,688
+5
+0% +$836 1.05% 28
2023
Q2 		$2.1M Buy
12,683
+57
+0.5% +$8.97K 1.06% 29
2023
Q1 		$2M Buy
12,626
+55
+0.4% +$9.1K 1.12% 27
2022
Q4 		$2M Buy
12,571
+185
+1% +$29.5K 1.3% 26
2022
Q3 		$1.78M Buy
12,386
+65
+0.5% +$10.3K 1.3% 30
2022
Q2 		$1.85M Hold
12,321
– – 1.58% 26
2022
Q1 		$2.17M Hold
12,321
– – 1.84% 20
2021
Q4 		$2.2M Buy
12,321
+537
+5% +$95.5K 2.05% 16
2021
Q3 		$2M Hold
11,784
– – 1.96% 15
2021
Q2 		$2.05M Hold
11,784
– – 2.11% 15
2021
Q1 		$1.95M Sell
11,784
-60
-0.5% -$9.45K 2.44% 14
2020
Q4 		$1.68M Sell
11,844
-148
-1% -$19.1K 2.25% 14
2020
Q3 		$1.33M Hold
11,992
– – 2% 14
2020
Q2 		$1.28M Sell
11,992
-820
-6% -$82.3K 2.08% 13
2020
Q1 		$1.14M Sell
12,812
-1,825
-12% -$221K 2.14% 12
2019
Q4 		$2.01M Buy
+14,637
New +$1.94M 2.57% 9

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

Miller Equity Capital Advisors's VBR Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 12,655 shares — an estimated $2.51M sold.

Miller Equity Capital Advisors first reported a position in VBR in Q4 2019 and held it in 21 quarters. The position peaked at $2.55M in Q3 2024. 1,529 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 12,655 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2025, an estimated $2.51M.
  • Miller Equity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.55M in Q3 2024.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.