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Argentarii’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Argentarii’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 		$412K Buy
1,898
+156
+9% +$34.9K 0.14% 127
2025
Q4 		$369K Sell
1,742
-282
-14% -$59K 0.12% 141
2025
Q3 		$422K Buy
2,024
+296
+17% +$60.5K 0.17% 98
2025
Q2 		$337K Buy
1,728
+181
+12% +$33.5K 0.15% 110
2025
Q1 		$288K Buy
+1,547
New +$306K 0.14% 125

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 $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

Argentarii's VBR Position: Q1 2026 in Review

Argentarii increased its Vanguard Small-Cap Value ETF (VBR) stake by 9% in Q1 2026, buying an estimated $34.9K and bringing the position to 1,898 shares worth $412K. The position accounts for 0.14% of the portfolio, ranked #127.

Argentarii first reported a position in VBR in Q1 2025 and has held it in 5 quarters since. The position peaked at $422K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Argentarii held 1,898 shares of Vanguard Small-Cap Value ETF worth $412K as of Q1 2026.
  • Argentarii bought 156 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $34.9K.
  • Vanguard Small-Cap Value ETF made up 0.14% of Argentarii's portfolio in Q1 2026, its #127 holding.
  • Argentarii first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Argentarii's Vanguard Small-Cap Value ETF position peaked at $422K in Q3 2025.
  • 1,702 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Argentarii's 13F filing for Q1 2026, filed 12 May 2026.