Nabity-Jensen Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Nabity-Jensen Investment 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
2026 Q1	$7.6M	Buy	34,977 +144	+0.4%	+$32.2K	5.27%	5
2025 Q4	$7.38M	Buy	34,833 +187	+0.5%	+$39.2K	5%	5
2025 Q3	$7.23M	Sell	34,646 -529	-2%	-$108K	5.01%	5
2025 Q2	$6.86M	Buy	35,175 +32	+0.1%	+$5.92K	5.06%	5
2025 Q1	$6.55M	Sell	35,143 -93	-0.3%	-$18.4K	5.2%	5
2024 Q4	$6.98M	Sell	35,236 -25	-0.1%	-$5.13K	5.27%	5
2024 Q3	$7.08M	Buy	35,261 +34	+0.1%	+$6.54K	5.42%	4
2024 Q2	$6.43M	Buy	35,227 +215	+0.6%	+$39.7K	5.26%	5
2024 Q1	$6.72M	Sell	35,012 -152	-0.4%	-$27.4K	5.53%	4
2023 Q4	$6.33M	Buy	+35,164	New	+$5.74M	5.69%	4

Other funds holding VBR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return