Vantage Financial Partners (Wisconsin)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$366K	Buy	1,729 +16	+0.9%	+$3.35K	0.07%	145
2025 Q3	$358K	Sell	1,713 -339	-17%	-$69.3K	0.08%	145
2025 Q2	$400K	Sell	2,052 -104	-5%	-$19.3K	0.09%	127
2025 Q1	$402K	Sell	2,156 -1,094	-34%	-$216K	0.1%	115
2024 Q4	$644K	Sell	3,250 -982	-23%	-$202K	0.16%	84
2024 Q3	$850K	Sell	4,232 -602	-12%	-$116K	0.21%	67
2024 Q2	$882K	Sell	4,834 -1,603	-25%	-$296K	0.23%	47
2024 Q1	$1.24M	Buy	6,437 +75	+1%	+$13.5K	0.33%	37
2023 Q4	$1.14M	Buy	+6,362	New	+$1.04M	0.34%	37

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 $3.51B AUM 13.98% 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

Vantage Financial Partners (Wisconsin)'s VBR Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.93% in Q4 2025, buying an estimated $3.35K and bringing the position to 1,729 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #145.

Vantage Financial Partners (Wisconsin) first reported a position in VBR in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.24M in Q1 2024. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 1,729 shares of Vanguard Small-Cap Value ETF worth $366K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 16 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $3.35K.
Vanguard Small-Cap Value ETF made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #145 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s Vanguard Small-Cap Value ETF position peaked at $1.24M in Q1 2024.
1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.