Ameritas Investment Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ameritas Investment Partners’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	–	Sell	-49	Closed	-$10.4K	–	3161
2025 Q4	$10.4K	Buy	+49	New	+$10.3K	﹤0.01%	2898
2022 Q1	–	Sell	-29	Closed	-$5K	–	3097
2021 Q4	$5K	Hold	29	–	–	﹤0.01%	3048
2021 Q3	$4K	Hold	29	–	–	﹤0.01%	3053
2021 Q2	$5K	Buy	+29	New	+$5.03K	﹤0.01%	2998
2019 Q4	–	Sell	-26	Closed	-$3K	–	3042
2019 Q3	$3K	Hold	26	–	–	﹤0.01%	2992
2019 Q2	$3K	Buy	+26	New	+$3.38K	﹤0.01%	2997

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameritas Investment Partners's VBR Position: Q1 2026 in Review

Ameritas Investment Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 49 shares — an estimated $10.4K sold.

Ameritas Investment Partners first reported a position in VBR in Q2 2019 and held it in 6 quarters. The position peaked at $10.4K in Q4 2025. 1,717 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Ameritas Investment Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Ameritas Investment Partners sold 49 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $10.4K.
Ameritas Investment Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2019 and held it in 6 quarters.
Ameritas Investment Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $10.4K in Q4 2025.
1,717 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.