VPIM
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Vanguard Personalized Indexing Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Vanguard Personalized Indexing 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 		– Sell
-2,027
Closed -$423K – 2073
2025
Q3 		$423K Sell
2,027
-42
-2% -$8.59K ﹤0.01% 1321
2025
Q2 		$404K Sell
2,069
-9
-0.4% -$1.67K ﹤0.01% 1304
2025
Q1 		$387K Sell
2,078
-551
-21% -$109K 0.01% 1232
2024
Q4 		$521K Buy
2,629
+587
+29% +$121K 0.01% 1093
2024
Q3 		$410K Buy
2,042
+17
+0.8% +$3.27K 0.01% 1195
2024
Q2 		$370K Hold
2,025
– – 0.01% 1170
2024
Q1 		$389K Hold
2,025
– – 0.01% 1147
2023
Q4 		$364K Buy
+2,025
New +$331K 0.01% 1153
2023
Q1 		– Sell
-4,349
Closed -$691K – 1499
2022
Q4 		$691K Buy
4,349
+767
+21% +$122K 0.03% 669
2022
Q3 		$514K Buy
3,582
+89
+3% +$14.1K 0.02% 778
2022
Q2 		$523K Sell
3,493
-30
-0.9% -$4.92K 0.02% 800
2022
Q1 		$620K Buy
3,523
+300
+9% +$52.2K 0.03% 720
2021
Q4 		$576K Hold
3,223
– – 0.03% 643
2021
Q3 		$546K Buy
3,223
+25
+0.8% +$4.28K 0.05% 467
2021
Q2 		$555K Hold
3,198
– – 0.06% 436
2021
Q1 		$530K Hold
3,198
– – 0.08% 301
2020
Q4 		$455K Sell
3,198
-3,577
-53% -$461K 0.1% 242
2020
Q3 		$750K Buy
+6,775
New +$759K 0.21% 107

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

Vanguard Personalized Indexing Management's VBR Position: Q4 2025 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 2,027 shares — an estimated $423K sold.

Vanguard Personalized Indexing Management first reported a position in VBR in Q3 2020 and held it in 18 quarters. The position peaked at $750K in Q3 2020. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Vanguard Personalized Indexing Management reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,027 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $423K.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2020 and held it in 18 quarters.
  • Vanguard Personalized Indexing Management's Vanguard Small-Cap Value ETF position peaked at $750K in Q3 2020.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.