Battery Global Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Battery Global Advisors’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	$987K	Buy	4,545 +3,387	+292%	+$757K	0.53%	21
2025 Q4	$515K	Sell	1,158 -3,387	-75%	-$709K	0.24%	27
2025 Q3	$953K	Hold	4,545	–	–	0.45%	22
2025 Q2	$890K	Hold	4,545	–	–	0.44%	21
2025 Q1	$847K	Hold	4,545	–	–	0.47%	20
2024 Q4	$901K	Hold	4,545	–	–	0.48%	20
2024 Q3	$913K	Hold	4,545	–	–	0.5%	22
2024 Q2	$834K	Hold	4,545	–	–	0.55%	20
2024 Q1	$872K	Hold	4,545	–	–	0.71%	14
2023 Q4	$818K	Buy	+4,545	New	+$742K	0.63%	19

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 $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

Battery Global Advisors's VBR Position: Q1 2026 in Review

Battery Global Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 292% in Q1 2026, buying an estimated $757K and bringing the position to 4,545 shares worth $987K. The position accounts for 0.53% of the portfolio, ranked #21.

Battery Global Advisors first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Battery Global Advisors held 4,545 shares of Vanguard Small-Cap Value ETF worth $987K as of Q1 2026.
Battery Global Advisors bought 3,387 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $757K.
Vanguard Small-Cap Value ETF made up 0.53% of Battery Global Advisors's portfolio in Q1 2026, its #21 holding.
Battery Global Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.