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Whipplewood Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Whipplewood Advisors’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
-914
Closed -$178K – 1128
2025
Q2 		$178K Buy
914
+650
+246% +$120K 0.1% 177
2025
Q1 		$170K Sell
264
-650
-71% -$128K 0.1% 176
2024
Q4 		$181K Buy
+914
New +$188K 0.1% 170

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whipplewood Advisors's VBR Position: Q3 2025 in Review

Whipplewood Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 914 shares — an estimated $178K sold.

Whipplewood Advisors first reported a position in VBR in Q4 2024 and held it in 3 quarters. The position peaked at $181K in Q4 2024. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Whipplewood Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 914 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $178K.
  • Whipplewood Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Vanguard Small-Cap Value ETF position peaked at $181K in Q4 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.