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10Elms LLP’s Vanguard 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
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 $1.37T 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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

10Elms LLP's VBR Position: Q1 2026 in Review

10Elms LLP increased its Vanguard Small-Cap Value ETF (VBR) stake by 4.3% in Q1 2026, buying an estimated $5.37K and bringing the position to 586 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #112.

10Elms LLP first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $143K in Q4 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • 10Elms LLP held 586 shares of Vanguard Small-Cap Value ETF worth $127K as of Q1 2026.
  • 10Elms LLP bought 24 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $5.37K.
  • Vanguard Small-Cap Value ETF made up 0.08% of 10Elms LLP's portfolio in Q1 2026, its #112 holding.
  • 10Elms LLP first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 10Elms LLP's Vanguard Small-Cap Value ETF position peaked at $143K in Q4 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on 10Elms LLP's 13F filing for Q1 2026, filed 15 May 2026.