Sebold Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sebold Capital 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	$456K	Sell	2,340 -124	-5%	-$23K	0.28%	46
2025 Q1	$459K	Buy	2,464 +1,156	+88%	+$228K	0.3%	43
2024 Q4	$259K	Hold	1,308	–	–	0.17%	61
2024 Q3	$263K	Hold	1,308	–	–	0.17%	58
2024 Q2	$239K	Hold	1,308	–	–	0.16%	65
2024 Q1	$251K	Hold	1,308	–	–	0.17%	65
2023 Q4	$235K	Hold	1,308	–	–	0.17%	62
2023 Q3	$209K	Hold	1,308	–	–	0.17%	65
2023 Q2	$216K	Hold	1,308	–	–	0.17%	62
2023 Q1	$208K	Hold	1,308	–	–	0.16%	64
2022 Q4	$208K	Buy	+1,308	New	+$208K	0.17%	65

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Sebold Capital Management's VBR Position: Q2 2025 in Review

Sebold Capital Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5% in Q2 2025, selling an estimated $23K and leaving 2,340 shares worth $456K. The position accounts for 0.28% of the portfolio, ranked #46.

Sebold Capital Management first reported a position in VBR in Q4 2022 and has held it in 11 quarters since. The position peaked at $459K in Q1 2025. 1,560 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Sebold Capital Management held 2,340 shares of Vanguard Morningstar Small-Cap Value ETF worth $456K as of Q2 2025.
Sebold Capital Management sold 124 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $23K.
Vanguard Morningstar Small-Cap Value ETF made up 0.28% of Sebold Capital Management's portfolio in Q2 2025, its #46 holding.
Sebold Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $459K in Q1 2025.
1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.