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

Schulz Wealth’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	-1,039	Closed	-$203K	–	67
2025 Q2	$203K	Buy	+1,039	New	+$192K	0.15%	66

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schulz Wealth's VBR Position: Q3 2025 in Review

Schulz Wealth sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 1,039 shares — an estimated $203K sold.

Schulz Wealth first reported a position in VBR in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Schulz Wealth reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Schulz Wealth sold 1,039 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $203K.
Schulz Wealth first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and held it in 1 quarter.
Schulz Wealth's Vanguard Small-Cap Value ETF position peaked at $203K in Q2 2025.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Schulz Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.