Ruedi Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Ruedi Wealth Management’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	–	Sell	-194	Closed	-$36.1K	–	307
2025 Q1	$36.1K	Buy	194 +1	+0.5%	+$198	0.01%	100
2024 Q4	$38.3K	Sell	193 -1	-0.5%	-$205	0.01%	95
2024 Q3	$39K	Buy	194 +1	+0.5%	+$192	0.01%	98
2024 Q2	$35.3K	Sell	193 -5	-3%	-$924	0.01%	102
2024 Q1	$37.9K	Sell	198 -49	-20%	-$8.84K	0.02%	96
2023 Q4	$44.4K	Hold	247	–	–	0.02%	85
2023 Q3	$39.4K	Sell	247 -3	-1%	-$502	0.02%	84
2023 Q2	$41.4K	Sell	250 -7	-3%	-$1.1K	0.02%	85
2023 Q1	$40.7K	Buy	257 +83	+48%	+$13.7K	0.03%	89
2022 Q4	$49K	Buy	+174	New	+$27.7K	0.03%	72

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ruedi Wealth Management's VBR Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 194 shares — an estimated $36.1K sold.

Ruedi Wealth Management first reported a position in VBR in Q4 2022 and held it in 10 quarters. The position peaked at $49K in Q4 2022. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Ruedi Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 194 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $36.1K.
Ruedi Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Vanguard Small-Cap Value ETF position peaked at $49K in Q4 2022.
1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.