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Sellwood Investment Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sellwood Investment Partners’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
-11,796
Closed -$2.46M – 107
2025
Q3 		$2.46M Buy
+11,796
New +$2.41M 0.98% 20

Other funds holding VBR

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sellwood Investment Partners's VBR Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 11,796 shares — an estimated $2.46M sold.

Sellwood Investment Partners first reported a position in VBR in Q3 2025 and held it in 1 quarter. The position peaked at $2.46M in Q3 2025. 1,657 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Sellwood Investment Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Sellwood Investment Partners sold 11,796 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $2.46M.
  • Sellwood Investment Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Sellwood Investment Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.46M in Q3 2025.
  • 1,657 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.