MSS
VBR icon

Mitchell Sinkler & Starr’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Mitchell Sinkler & Starr’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
-65
Closed -$12.9K – 176
2024
Q4 		$12.9K Hold
65
– – ﹤0.01% 187
2024
Q3 		$13.1K Hold
65
– – ﹤0.01% 186
2024
Q2 		$12.5K Hold
65
– – ﹤0.01% 181
2024
Q1 		$12.5K Buy
+65
New +$11.7K ﹤0.01% 181

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

Mitchell Sinkler & Starr's VBR Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 65 shares — an estimated $12.9K sold.

Mitchell Sinkler & Starr first reported a position in VBR in Q1 2024 and held it in 4 quarters. The position peaked at $13.1K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 65 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $12.9K.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and held it in 4 quarters.
  • Mitchell Sinkler & Starr's Vanguard Small-Cap Value ETF position peaked at $13.1K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.