Tyler-Stone Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Tyler-Stone Wealth 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 Q2	$485K	Sell	2,485 -60	-2%	-$11.1K	0.08%	199
2025 Q1	$474K	Sell	2,545 -250	-9%	-$49.4K	0.09%	191
2024 Q4	$554K	Buy	2,795 +11	+0.4%	+$2.26K	0.1%	180
2024 Q3	$559K	Buy	2,784 +1,403	+102%	+$270K	0.11%	174
2024 Q2	$252K	Sell	1,381 -13	-0.9%	-$2.4K	0.1%	170
2024 Q1	$268K	Sell	1,394 -95	-6%	-$17.1K	0.12%	156
2023 Q4	$268K	Buy	1,489 +7	+0.5%	+$1.14K	0.13%	149
2023 Q3	$236K	Sell	1,482 -81	-5%	-$13.5K	0.13%	141
2023 Q2	$258K	Buy	+1,563	New	+$246K	0.15%	131
2022 Q4	$247K	Buy	1,553 +9	+0.6%	+$1.43K	0.17%	127
2022 Q3	$221K	Sell	1,544 -29	-2%	-$4.61K	0.17%	122
2022 Q2	$236K	Buy	1,573 +95	+6%	+$15.6K	0.16%	131
2022 Q1	$260K	Buy	1,478 +33	+2%	+$5.74K	0.14%	143
2021 Q4	$258K	Buy	+1,445	New	+$257K	0.14%	156

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Tyler-Stone Wealth Management's VBR Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2.4% in Q2 2025, selling an estimated $11.1K and leaving 2,485 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #199.

Tyler-Stone Wealth Management first reported a position in VBR in Q4 2021 and has held it in 14 quarters since. The position peaked at $559K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Tyler-Stone Wealth Management held 2,485 shares of Vanguard Small-Cap Value ETF worth $485K as of Q2 2025.
Tyler-Stone Wealth Management sold 60 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $11.1K.
Vanguard Small-Cap Value ETF made up 0.08% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #199 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Vanguard Small-Cap Value ETF position peaked at $559K in Q3 2024.
1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.