Anfield Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Anfield Capital Management’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	-251	Closed	-$53.2K	–	724
2025 Q4	$53.2K	Buy	251 +188	+298%	+$39.4K	0.02%	178
2025 Q3	$13.1K	Hold	63	–	–	﹤0.01%	303
2025 Q2	$12.3K	Hold	63	–	–	﹤0.01%	276
2025 Q1	$11.7K	Hold	63	–	–	﹤0.01%	226
2024 Q4	$12.5K	Buy	+63	New	+$12.9K	﹤0.01%	219
2021 Q1	–	Sell	-2,848	Closed	-$405K	–	100
2020 Q4	$405K	Buy	2,848 +1	+0%	+$129	0.17%	69
2020 Q3	$315K	Hold	2,847	–	–	0.18%	57
2020 Q2	$314K	Sell	2,847 -504	-15%	-$50.6K	0.12%	85
2020 Q1	$298K	Buy	3,351 +2,766	+473%	+$336K	0.17%	89
2019 Q4	$80K	Buy	+585	New	+$77.5K	0.03%	185

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Anfield Capital Management's VBR Position: Q1 2026 in Review

Anfield Capital Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 251 shares — an estimated $53.2K sold.

Anfield Capital Management first reported a position in VBR in Q4 2019 and held it in 10 quarters. The position peaked at $405K in Q4 2020. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Anfield Capital Management reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Anfield Capital Management sold 251 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $53.2K.
Anfield Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and held it in 10 quarters.
Anfield Capital Management's Vanguard Small-Cap Value ETF position peaked at $405K in Q4 2020.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.