RWA
VBR icon

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

River Wealth 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
-1,026
Closed -$200K – 209
2025
Q2 		$200K Sell
1,026
-315
-23% -$58.3K 0.02% 202
2025
Q1 		$250K Sell
1,341
-11
-0.8% -$2.17K 0.03% 185
2024
Q4 		$268K Sell
1,352
-109
-7% -$22.4K 0.04% 188
2024
Q3 		$293K Buy
+1,461
New +$281K 0.04% 180
2019
Q1 		– Sell
-474
Closed -$54K – 475
2018
Q4 		$54K Hold
474
– – 0.02% 237
2018
Q3 		$66K Buy
474
+35
+8% +$4.91K 0.02% 252
2018
Q2 		$60K Buy
+439
New +$58.9K 0.02% 258

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 $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

River Wealth Advisors's VBR Position: Q3 2025 in Review

River Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 1,026 shares — an estimated $200K sold.

River Wealth Advisors first reported a position in VBR in Q2 2018 and held it in 7 quarters. The position peaked at $293K in Q3 2024. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • River Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • River Wealth Advisors sold 1,026 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $200K.
  • River Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2018 and held it in 7 quarters.
  • River Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $293K in Q3 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on River Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.