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

Prossimo 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 		– Sell
-5,263
Closed -$1.03M – 121
2025
Q2 		$1.03M Sell
5,263
-7,130
-58% -$1.32M 0.82% 25
2025
Q1 		$2.31M Hold
12,393
– – 1.74% 10
2024
Q4 		$2.46M Buy
12,393
+327
+3% +$67.1K 1.78% 10
2024
Q3 		$2.42M Hold
12,066
– – 1.77% 10
2024
Q2 		$2.2M Buy
+12,066
New +$2.23M 1.99% 8
2023
Q3 		– Sell
-12,022
Closed -$1.99M – 119
2023
Q2 		$1.99M Buy
+12,022
New +$1.89M 1.92% 8

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 $58.2B AUM 22.78% 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 $424B AUM 22.94% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Prossimo Advisors's VBR Position: Q3 2025 in Review

Prossimo Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 5,263 shares — an estimated $1.03M sold.

Prossimo Advisors first reported a position in VBR in Q2 2023 and held it in 6 quarters. The position peaked at $2.46M in Q4 2024. 1,573 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Prossimo Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 5,263 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2025, an estimated $1.03M.
  • Prossimo Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and held it in 6 quarters.
  • Prossimo Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.46M in Q4 2024.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.