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Snider Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Snider Financial Group’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
-1,438
Closed -$300K – 120
2025
Q3 		$300K Hold
1,438
– – 0.08% 97
2025
Q2 		$280K Sell
1,438
-69
-5% -$12.8K 0.08% 98
2025
Q1 		$281K Buy
1,507
+34
+2% +$6.72K 0.09% 98
2024
Q4 		$292K Buy
+1,473
New +$302K 0.09% 94

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $176M 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Snider Financial Group's VBR Position: Q4 2025 in Review

Snider Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 1,438 shares — an estimated $300K sold.

Snider Financial Group first reported a position in VBR in Q4 2024 and held it in 4 quarters. The position peaked at $300K in Q3 2025. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Snider Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Snider Financial Group sold 1,438 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $300K.
  • Snider Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and held it in 4 quarters.
  • Snider Financial Group's Vanguard Small-Cap Value ETF position peaked at $300K in Q3 2025.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

Based on Snider Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.