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Stonebridge Financial Group (Pennsylvania)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-34
Closed -$6.33K – 906
2025
Q1 		$6.33K Sell
34
-1
-3% -$198 ﹤0.01% 668
2024
Q4 		$6.94K Buy
+35
New +$7.18K ﹤0.01% 637

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VBR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 34 shares — an estimated $6.33K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VBR in Q4 2024 and held it in 2 quarters. The position peaked at $6.94K in Q4 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 34 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $6.33K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Small-Cap Value ETF position peaked at $6.94K in Q4 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.