Tucker Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Tucker Asset 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
2025 Q4	$61.4K	Buy	290 +236	+437%	+$49.4K	0.02%	268
2025 Q3	$11.3K	Hold	54	–	–	﹤0.01%	252
2025 Q2	$10.5K	Buy	+54	New	+$10K	﹤0.01%	222
2025 Q1	–	Sell	-27	Closed	-$5.35K	–	907
2024 Q4	$5.35K	Sell	27 -2	-7%	-$411	﹤0.01%	964
2024 Q3	$5.82K	Buy	29 +2	+7%	+$384	﹤0.01%	862
2024 Q2	$4.93K	Buy	+27	New	+$4.99K	﹤0.01%	1070
2022 Q3	–	Sell	-3	Closed	-$449	–	906
2022 Q2	$449	Buy	+3	New	+$492	﹤0.01%	591
2021 Q1	–	Sell	-91	Closed	-$12.9K	–	395
2020 Q4	$12.9K	Buy	+91	New	+$11.7K	0.01%	179

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tucker Asset Management's VBR Position: Q4 2025 in Review

Tucker Asset Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 437% in Q4 2025, buying an estimated $49.4K and bringing the position to 290 shares worth $61.4K. The position accounts for 0.02% of the portfolio, ranked #268.

Tucker Asset Management first reported a position in VBR in Q4 2020 and has held it in 8 quarters since. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

Tucker Asset Management held 290 shares of Vanguard Small-Cap Value ETF worth $61.4K as of Q4 2025.
Tucker Asset Management bought 236 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $49.4K.
Vanguard Small-Cap Value ETF made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #268 holding.
Tucker Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 8 quarters since.
1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.