Arrowroot Family Office’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Arrowroot Family Office’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	$772K	Sell	3,553 -3	-0.1%	-$671	0.26%	81
2025 Q4	$753K	Buy	3,556 +14	+0.4%	+$2.93K	0.27%	76
2025 Q3	$739K	Buy	3,542 +15	+0.4%	+$3.07K	0.3%	73
2025 Q2	$688K	Buy	+3,527	New	+$653K	0.31%	72
2023 Q4	–	Sell	-1,324	Closed	-$211K	–	128
2023 Q3	$211K	Sell	1,324 -457	-26%	-$76.4K	0.17%	110
2023 Q2	$295K	Sell	1,781 -63	-3%	-$9.92K	0.22%	102
2023 Q1	$293K	Buy	+1,844	New	+$305K	0.25%	92

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $4.05B AUM 19.01% 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

Arrowroot Family Office's VBR Position: Q1 2026 in Review

Arrowroot Family Office reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.08% in Q1 2026, selling an estimated $671 and leaving 3,553 shares worth $772K. The position accounts for 0.26% of the portfolio, ranked #81.

Arrowroot Family Office first reported a position in VBR in Q1 2023 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Arrowroot Family Office held 3,553 shares of Vanguard Morningstar Small-Cap Value ETF worth $772K as of Q1 2026.
Arrowroot Family Office sold 3 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $671.
Vanguard Morningstar Small-Cap Value ETF made up 0.26% of Arrowroot Family Office's portfolio in Q1 2026, its #81 holding.
Arrowroot Family Office first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.