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Pineridge Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Pineridge Advisors’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 		$17.3K Hold
83
– – ﹤0.01% 171
2025
Q2 		$16.1K Hold
83
– – 0.01% 178
2025
Q1 		$15.4K Buy
83
+1
+1% +$198 0.01% 193
2024
Q4 		$16.3K Hold
82
– – 0.01% 243
2024
Q3 		$16.4K Buy
82
+1
+1% +$192 0.01% 234
2024
Q2 		$14.8K Hold
81
– – 0.01% 242
2024
Q1 		$15.6K Buy
81
+21
+35% +$3.79K 0.01% 246
2023
Q4 		$10.8K Buy
+60
New +$9.79K ﹤0.01% 366

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 $3.51B AUM 13.98% 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

Pineridge Advisors's VBR Position: Q3 2025 in Review

Pineridge Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q3 2025 at 83 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Pineridge Advisors first reported a position in VBR in Q4 2023 and has held it in 8 quarters since. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Pineridge Advisors held 83 shares of Vanguard Small-Cap Value ETF worth $17.3K as of Q3 2025.
  • Pineridge Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q3 2025.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #171 holding.
  • Pineridge Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.