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Accredited Investor Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Accredited Investor Services’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 		$204K Sell
939
-43
-4% -$9.61K 0.13% 62
2025
Q4 		$208K Hold
982
– – 0.14% 58
2025
Q3 		$205K Buy
+982
New +$201K 0.14% 59

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 $58.2B AUM 22.78% 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 $4.05B AUM 19.01% 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

Accredited Investor Services's VBR Position: Q1 2026 in Review

Accredited Investor Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.4% in Q1 2026, selling an estimated $9.61K and leaving 939 shares worth $204K. The position accounts for 0.13% of the portfolio, ranked #62.

Accredited Investor Services first reported a position in VBR in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q4 2025. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Accredited Investor Services held 939 shares of Vanguard Morningstar Small-Cap Value ETF worth $204K as of Q1 2026.
  • Accredited Investor Services sold 43 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $9.61K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Accredited Investor Services's portfolio in Q1 2026, its #62 holding.
  • Accredited Investor Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Accredited Investor Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $208K in Q4 2025.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.