SIA
VBR icon

Stegner Investment Associates’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Stegner Investment Associates’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
-1,346
Closed -$281K – 32
2025
Q3 		$281K Buy
+1,346
New +$275K 0.15% 28

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
AF
Align Financial Hermantown, Minnesota $202M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $113B AUM 34.64% 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 $786B AUM 40.34% 1-Year Est. Return

Stegner Investment Associates's VBR Position: Q4 2025 in Review

Stegner Investment Associates sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 1,346 shares — an estimated $281K sold.

Stegner Investment Associates first reported a position in VBR in Q3 2025 and held it in 1 quarter. The position peaked at $281K in Q3 2025. 1,659 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Stegner Investment Associates reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Stegner Investment Associates sold 1,346 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $281K.
  • Stegner Investment Associates first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Stegner Investment Associates's Vanguard Morningstar Small-Cap Value ETF position peaked at $281K in Q3 2025.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Stegner Investment Associates's 13F filing for Q4 2025, filed 30 Jan 2026.