Von Berge Wealth Management Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Von Berge Wealth Management Group’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 Q3	–	Sell	-1,153	Closed	-$234K	–	47
2025 Q2	$234K	Buy	1,153 +2	+0.2%	+$370	0.13%	61
2025 Q1	$207K	Buy	1,151 +3	+0.3%	+$593	0.13%	60
2024 Q4	$238K	Buy	1,148 +3	+0.3%	+$616	0.14%	59
2024 Q3	$242K	Sell	1,145 -33	-3%	-$6.34K	0.15%	55
2024 Q2	$213K	Sell	1,178 -51	-4%	-$9.42K	0.14%	61
2024 Q1	$236K	Hold	1,229	–	–	0.15%	59
2023 Q4	$216K	Buy	+1,229	New	+$201K	0.17%	63
2023 Q3	–	Sell	-1,229	Closed	-$203K	–	61
2023 Q2	$203K	Buy	+1,229	New	+$193K	0.17%	60
2023 Q1	–	Sell	-1,229	Closed	-$210K	–	64
2022 Q4	$210K	Buy	+1,229	New	+$196K	0.19%	60
2022 Q3	–	Sell	-1,363	Closed	-$205K	–	63
2022 Q2	$205K	Sell	1,363 -1	-0.1%	-$164	0.21%	58
2022 Q1	$237K	Hold	1,364	–	–	0.22%	58
2021 Q4	$233K	Buy	+1,364	New	+$243K	0.21%	56

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

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

Von Berge Wealth Management Group's VBR Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 1,153 shares — an estimated $234K sold.

Von Berge Wealth Management Group first reported a position in VBR in Q4 2021 and held it in 12 quarters. The position peaked at $242K in Q3 2024. 1,573 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,153 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2025, an estimated $234K.
Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and held it in 12 quarters.
Von Berge Wealth Management Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $242K in Q3 2024.
1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.