Plan A Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Plan A Wealth’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 Q1	–	Sell	-1,065	Closed	-$211K	–	130
2024 Q4	$211K	Buy	+1,065	New	+$219K	0.19%	81

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Plan A Wealth's VBR Position: Q1 2025 in Review

Plan A Wealth sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 1,065 shares — an estimated $211K sold.

Plan A Wealth first reported a position in VBR in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

Plan A Wealth reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Plan A Wealth sold 1,065 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $211K.
Plan A Wealth first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and held it in 1 quarter.
Plan A Wealth's Vanguard Small-Cap Value ETF position peaked at $211K in Q4 2024.
1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on Plan A Wealth's 13F filing for Q1 2025, filed 6 Nov 2025.