Brooklyn Investment Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Brooklyn Investment Group’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	$728K	Buy	3,350 +1,501	+81%	+$336K	0.02%	752
2025 Q4	$396K	Buy	+1,849	New	+$387K	0.02%	838
2025 Q3	–	Sell	-584	Closed	-$114K	–	2595
2025 Q2	$114K	Sell	584 -4	-0.7%	-$740	0.01%	878
2025 Q1	$109K	Buy	588 +482	+455%	+$95.2K	0.02%	510
2024 Q4	$21K	Buy	+106	New	+$21.8K	0.01%	739

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brooklyn Investment Group's VBR Position: Q1 2026 in Review

Brooklyn Investment Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 81% in Q1 2026, buying an estimated $336K and bringing the position to 3,350 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #752.

Brooklyn Investment Group first reported a position in VBR in Q4 2024 and has held it in 5 quarters since. 1,711 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Brooklyn Investment Group held 3,350 shares of Vanguard Morningstar Small-Cap Value ETF worth $728K as of Q1 2026.
Brooklyn Investment Group bought 1,501 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $336K.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #752 holding.
Brooklyn Investment Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
1,711 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.