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

Rise 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
Q4 		– Sell
-206
Closed -$43K – 1367
2025
Q3 		$43K Sell
206
-36
-15% -$7.36K 0.02% 283
2025
Q2 		$47.1K Sell
242
-21
-8% -$3.89K 0.02% 251
2025
Q1 		$49K Sell
263
-135
-34% -$26.7K 0.02% 228
2024
Q4 		$78.9K Sell
398
-719
-64% -$148K 0.04% 163
2024
Q3 		$224K Buy
1,117
+11
+1% +$2.12K 0.11% 87
2024
Q2 		$202K Hold
1,106
– – 0.11% 93
2024
Q1 		$212K Sell
1,106
-156
-12% -$28.1K 0.11% 87
2023
Q4 		$227K Sell
1,262
-61
-5% -$9.96K 0.16% 66
2023
Q3 		$211K Sell
1,323
-1,864
-58% -$312K 0.17% 59
2023
Q2 		$527K Sell
3,187
-21
-0.7% -$3.31K 0.41% 28
2023
Q1 		$509K Buy
3,208
+56
+2% +$9.27K 0.38% 28
2022
Q4 		$501K Sell
3,152
-1,479
-32% -$235K 0.4% 29
2022
Q3 		$664K Buy
4,631
+17
+0.4% +$2.7K 0.55% 25
2022
Q2 		$691K Sell
4,614
-2
-0% -$328 0.7% 25
2022
Q1 		$812K Sell
4,616
-46
-1% -$8K 0.73% 24
2021
Q4 		$834K Buy
+4,662
New +$829K 0.79% 23

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors's VBR Position: Q4 2025 in Review

Rise Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 206 shares — an estimated $43K sold.

Rise Advisors first reported a position in VBR in Q4 2021 and held it in 16 quarters. The position peaked at $834K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Rise Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 206 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $43K.
  • Rise Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $834K in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.