Obsidian Personal Planning Solutions’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Obsidian Personal Planning Solutions’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	$356K	Buy	1,726 +5	+0.3%	+$1.02K	0.12%	71
2025 Q2	$336K	Hold	1,721	–	–	0.14%	64
2025 Q1	$310K	Sell	1,721 -27	-2%	-$5.33K	0.14%	67
2024 Q4	$359K	Hold	1,748	–	–	0.17%	55
2024 Q3	$348K	Sell	1,748 -28	-2%	-$5.38K	0.18%	56
2024 Q2	$324K	Hold	1,776	–	–	0.2%	58
2024 Q1	$320K	Sell	1,776 -449	-20%	-$81K	0.21%	58
2023 Q4	$400K	Buy	2,225 +40	+2%	+$6.53K	0.3%	44
2023 Q3	$348K	Sell	2,185 -658	-23%	-$110K	0.3%	43
2023 Q2	$470K	Buy	2,843 +761	+37%	+$120K	0.58%	30
2023 Q1	$331K	Buy	+2,082	New	+$345K	0.48%	34

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Obsidian Personal Planning Solutions's VBR Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.29% in Q3 2025, buying an estimated $1.02K and bringing the position to 1,726 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #71.

Obsidian Personal Planning Solutions first reported a position in VBR in Q1 2023 and has held it in 11 quarters since. The position peaked at $470K in Q2 2023. 1,573 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Obsidian Personal Planning Solutions held 1,726 shares of Vanguard Morningstar Small-Cap Value ETF worth $356K as of Q3 2025.
Obsidian Personal Planning Solutions bought 5 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2025, an estimated $1.02K.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #71 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
Obsidian Personal Planning Solutions's Vanguard Morningstar Small-Cap Value ETF position peaked at $470K in Q2 2023.
1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.