MSAM
VBR icon

Moloney Securities Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Moloney Securities Asset Management’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 		$237K Buy
1,135
+30
+3% +$6.13K 0.03% 410
2025
Q2 		$215K Hold
1,105
– – 0.03% 425
2025
Q1 		$206K Buy
+1,105
New +$218K 0.03% 429

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
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

Moloney Securities Asset Management's VBR Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 2.7% in Q3 2025, buying an estimated $6.13K and bringing the position to 1,135 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #410.

Moloney Securities Asset Management first reported a position in VBR in Q1 2025 and has held it in 3 quarters since. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Moloney Securities Asset Management held 1,135 shares of Vanguard Small-Cap Value ETF worth $237K as of Q3 2025.
  • Moloney Securities Asset Management bought 30 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $6.13K.
  • Vanguard Small-Cap Value ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #410 holding.
  • Moloney Securities Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.