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Sensible Financial Planning & Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sensible Financial Planning & 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
2024
Q4 		– Sell
-3,379
Closed -$678K – 46
2024
Q3 		$678K Buy
+3,379
New +$650K 0.13% 34
2022
Q4 		– Sell
-3,114
Closed -$447K – 43
2022
Q3 		$447K Buy
3,114
+29
+0.9% +$4.61K 0.12% 33
2022
Q2 		$462K Buy
3,085
+660
+27% +$108K 0.12% 38
2022
Q1 		$427K Hold
2,425
– – 0.11% 35
2021
Q4 		$434K Sell
2,425
-59
-2% -$10.5K 0.12% 36
2021
Q3 		$420K Hold
2,484
– – 0.14% 36
2021
Q2 		$431K Sell
2,484
-152
-6% -$26.3K 0.15% 36
2021
Q1 		$437K Hold
2,636
– – 0.16% 37
2020
Q4 		$375K Buy
2,636
+35
+1% +$4.51K 0.14% 36
2020
Q3 		$288K Buy
2,601
+701
+37% +$78.6K 0.12% 33
2020
Q2 		$203K Buy
+1,900
New +$191K 0.09% 36
2016
Q4 		– Sell
-50
Closed -$6K – 67
2016
Q3 		$6K Sell
50
-908
-95% -$99.6K ﹤0.01% 69
2016
Q2 		$101K Hold
958
– – 0.07% 35
2016
Q1 		$98K Hold
958
– – 0.07% 34
2015
Q4 		$95K Hold
958
– – 0.07% 35
2015
Q3 		$93K Sell
958
-53
-5% -$5.5K 0.07% 36
2015
Q2 		$109K Buy
+1,011
New +$111K 0.09% 36
2015
Q1 		– Sell
-1,460
Closed -$154K – 62
2014
Q4 		$154K Sell
1,460
-705
-33% -$72.7K 0.16% 36
2014
Q3 		$216K Buy
+2,165
New +$224K 0.19% 31

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sensible Financial Planning & Management's VBR Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 3,379 shares — an estimated $678K sold.

Sensible Financial Planning & Management first reported a position in VBR in Q3 2014 and held it in 19 quarters. The position peaked at $678K in Q3 2024. 1,591 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Sensible Financial Planning & Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 3,379 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2024, an estimated $678K.
  • Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2014 and held it in 19 quarters.
  • Sensible Financial Planning & Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $678K in Q3 2024.
  • 1,591 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.