1L
VBR icon

10Elms LLP’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

10Elms LLP’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
2026
Q2 		$176K Buy
723
+137
+23% +$31.9K 0.07% 106
2026
Q1 		$127K Buy
586
+24
+4% +$5.37K 0.08% 112
2025
Q4 		$119K Hold
562
– – 0.11% 102
2025
Q3 		$117K Hold
562
– – 0.11% 110
2025
Q2 		$110K Hold
562
– – 0.1% 110
2025
Q1 		$105K Sell
562
-160
-22% -$31.6K 0.11% 111
2024
Q4 		$143K Buy
+722
New +$148K 0.15% 93

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

10Elms LLP's VBR Position: Q2 2026 in Review

10Elms LLP increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 23% in Q2 2026, buying an estimated $31.9K and bringing the position to 723 shares worth $176K. The position accounts for 0.07% of the portfolio, ranked #106.

10Elms LLP first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • 10Elms LLP held 723 shares of Vanguard Morningstar Small-Cap Value ETF worth $176K as of Q2 2026.
  • 10Elms LLP bought 137 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $31.9K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of 10Elms LLP's portfolio in Q2 2026, its #106 holding.
  • 10Elms LLP first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.