Boston Partners
VBR icon

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

Boston Partners’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 		$7.27M Buy
29,901
+26,514
+783% +$6.17M 0.01% 484
2026
Q1 		$6.49M Sell
3,387
-198
-6% -$44.3K 0.01% 461
2025
Q4 		$759K Buy
3,585
+234
+7% +$49K ﹤0.01% 645
2025
Q3 		$702K Buy
+3,351
New +$685K ﹤0.01% 656
2023
Q1 		– Sell
-1,676
Closed -$294K – 757
2022
Q4 		$294K Sell
1,676
-371
-18% -$59.1K ﹤0.01% 646
2022
Q3 		$321K Buy
+2,047
New +$325K ﹤0.01% 651
2022
Q2 		– Sell
-6,902
Closed -$1.18M – 742
2022
Q1 		$1.18M Buy
+6,902
New +$1.2M ﹤0.01% 526
2021
Q2 		– Sell
-9,870
Closed -$1.64M – 671
2021
Q1 		$1.64M Buy
9,870
+2,216
+29% +$349K ﹤0.01% 512
2020
Q4 		$1.09M Buy
+7,654
New +$987K ﹤0.01% 531
2020
Q3 		– Sell
-9,493
Closed -$1.01M – 675
2020
Q2 		$1.01M Buy
+9,493
New +$953K ﹤0.01% 536

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Boston Partners's VBR Position: Q2 2026 in Review

Boston Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 783% in Q2 2026, buying an estimated $6.17M and bringing the position to 29,901 shares worth $7.27M. The position accounts for 0.01% of the portfolio, ranked #484.

Boston Partners first reported a position in VBR in Q2 2020 and has held it in 10 quarters since. 1,549 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Boston Partners held 29,901 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.27M as of Q2 2026.
  • Boston Partners bought 26,514 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $6.17M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Boston Partners's portfolio in Q2 2026, its #484 holding.
  • Boston Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2020 and has held it in 10 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.