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PrairieView Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

PrairieView Partners’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 		$8.47M Buy
43,439
+186
+0.4% +$34.4K 0.82% 20
2025
Q1 		$8.06M Buy
43,253
+5,465
+14% +$1.08M 0.84% 19
2024
Q4 		$7.49M Sell
37,788
-1,879
-5% -$386K 0.78% 19
2024
Q3 		$7.96M Sell
39,667
-1,456
-4% -$280K 0.83% 20
2024
Q2 		$7.5M Sell
41,123
-399
-1% -$73.7K 0.84% 17
2024
Q1 		$7.97M Sell
41,522
-804
-2% -$145K 0.91% 17
2023
Q4 		$7.62M Buy
42,326
+1,821
+4% +$297K 0.94% 17
2023
Q3 		$6.46M Sell
40,505
-348
-0.9% -$58.2K 0.88% 19
2023
Q2 		$6.76M Buy
40,853
+1,342
+3% +$211K 0.88% 19
2023
Q1 		$6.27M Sell
39,511
-579
-1% -$95.8K 0.86% 20
2022
Q4 		$6.37M Sell
40,090
-6,077
-13% -$968K 0.94% 19
2022
Q3 		$6.62M Sell
46,167
-634
-1% -$101K 1.08% 19
2022
Q2 		$7.01M Sell
46,801
-4,952
-10% -$812K 1.09% 20
2022
Q1 		$9.11M Buy
51,753
+2,495
+5% +$434K 1.29% 18
2021
Q4 		$8.81M Sell
49,258
-1,282
-3% -$228K 1.23% 19
2021
Q3 		$8.55M Sell
50,540
-866
-2% -$148K 1.28% 19
2021
Q2 		$8.93M Sell
51,406
-982
-2% -$170K 1.34% 19
2021
Q1 		$8.68M Sell
52,388
-1,755
-3% -$276K 1.39% 19
2020
Q4 		$7.7M Sell
54,143
-112,419
-67% -$14.5M 1.36% 18
2020
Q3 		$18.4M Buy
166,562
+5,837
+4% +$654K 3.87% 8
2020
Q2 		$17.2M Buy
160,725
+19,086
+13% +$1.92M 3.79% 8
2020
Q1 		$12.6M Sell
141,639
-86
-0.1% -$10.4K 3.17% 10
2019
Q4 		$19.4M Buy
141,725
+9,773
+7% +$1.29M 4.17% 8
2019
Q3 		$17M Buy
131,952
+3,348
+3% +$429K 3.93% 9
2019
Q2 		$16.8M Buy
128,604
+4,272
+3% +$556K 4.18% 8
2019
Q1 		$16M Buy
124,332
+1,511
+1% +$192K 4.11% 9
2018
Q4 		$14M Buy
122,821
+4,788
+4% +$606K 3.94% 9
2018
Q3 		$16.4M Sell
118,033
-5,986
-5% -$839K 4.31% 8
2018
Q2 		$16.8M Buy
124,019
+9,136
+8% +$1.23M 4.32% 8
2018
Q1 		$14.9M Buy
114,883
+4,534
+4% +$601K 3.55% 9
2017
Q4 		$14.7M Buy
+110,349
New +$14.4M 4.12% 9

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PrairieView Partners's VBR Position: Q2 2025 in Review

PrairieView Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.43% in Q2 2025, buying an estimated $34.4K and bringing the position to 43,439 shares worth $8.47M. The position accounts for 0.82% of the portfolio, ranked #20.

PrairieView Partners first reported a position in VBR in Q4 2017 and has held it in 31 quarters since. The position peaked at $19.4M in Q4 2019. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • PrairieView Partners held 43,439 shares of Vanguard Small-Cap Value ETF worth $8.47M as of Q2 2025.
  • PrairieView Partners bought 186 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $34.4K.
  • Vanguard Small-Cap Value ETF made up 0.82% of PrairieView Partners's portfolio in Q2 2025, its #20 holding.
  • PrairieView Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and has held it in 31 quarters since.
  • PrairieView Partners's Vanguard Small-Cap Value ETF position peaked at $19.4M in Q4 2019.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.