Pacific Center for Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Pacific Center for Financial Services’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 Q2	–	Sell	-277	Closed	-$51.6K	–	473
2025 Q1	$51.6K	Hold	277	–	–	0.01%	185
2024 Q4	$54.9K	Hold	277	–	–	0.01%	181
2024 Q3	$55.6K	Hold	277	–	–	0.01%	180
2024 Q2	$50.6K	Hold	277	–	–	0.01%	176
2024 Q1	$53.2K	Hold	277	–	–	0.02%	179
2023 Q4	$49.9K	Hold	277	–	–	0.02%	169
2023 Q3	$44.2K	Hold	277	–	–	0.02%	177
2023 Q2	$45.8K	Hold	277	–	–	0.02%	172
2023 Q1	$44K	Buy	+277	New	+$45.9K	0.02%	173
2022 Q3	$40K	Hold	277	–	–	0.02%	174
2022 Q2	$42K	Hold	277	–	–	0.02%	169
2022 Q1	$49K	Hold	277	–	–	0.02%	164
2021 Q4	$50K	Hold	277	–	–	0.02%	164
2021 Q3	$47K	Hold	277	–	–	0.02%	163
2021 Q2	$48K	Hold	277	–	–	0.02%	153
2021 Q1	$46K	Hold	277	–	–	0.02%	151
2020 Q4	$39K	Hold	277	–	–	0.01%	161
2020 Q3	$31K	Buy	+277	New	+$31K	0.01%	149

Other funds holding VBR

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

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

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

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

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

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

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

Pacific Center for Financial Services's VBR Position: Q2 2025 in Review

Pacific Center for Financial Services sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 277 shares — an estimated $51.6K sold.

Pacific Center for Financial Services first reported a position in VBR in Q3 2020 and held it in 18 quarters. The position peaked at $55.6K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Pacific Center for Financial Services reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Pacific Center for Financial Services sold 277 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $51.6K.
Pacific Center for Financial Services first reported a position in Vanguard Small-Cap Value ETF in Q3 2020 and held it in 18 quarters.
Pacific Center for Financial Services's Vanguard Small-Cap Value ETF position peaked at $55.6K in Q3 2024.
1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Pacific Center for Financial Services's 13F filing for Q2 2025, filed 18 Aug 2025.