B
VBR icon

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

Bayban’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
Q2 		$279K Hold
1,150
– – 0.21% 79
2026
Q1 		$250K Hold
1,150
– – 0.22% 79
2025
Q4 		$244K Buy
+1,150
New +$241K 0.22% 84

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bayban's VBR Position: Q2 2026 in Review

Bayban held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,150 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #79.

Bayban first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Bayban held 1,150 shares of Vanguard Morningstar Small-Cap Value ETF worth $279K as of Q2 2026.
  • Bayban left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.21% of Bayban's portfolio in Q2 2026, its #79 holding.
  • Bayban first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.