White Knight Strategic Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

White Knight Strategic Wealth 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 Q1	–	Sell	-1,130	Closed	-$224K	–	108
2024 Q4	$224K	Buy	+1,130	New	+$232K	0.09%	107
2022 Q2	–	Sell	-1,181	Closed	-$208K	–	72
2022 Q1	$208K	Sell	1,181 -108	-8%	-$18.8K	0.22%	67
2021 Q4	$231K	Buy	+1,289	New	+$229K	0.24%	68

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

White Knight Strategic Wealth Advisors's VBR Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 1,130 shares — an estimated $224K sold.

White Knight Strategic Wealth Advisors first reported a position in VBR in Q4 2021 and held it in 3 quarters. The position peaked at $231K in Q4 2021. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

White Knight Strategic Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 1,130 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $224K.
White Knight Strategic Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 3 quarters.
White Knight Strategic Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $231K in Q4 2021.
1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.