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Burk Holdings’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Burk Holdings’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 		$51.5K Buy
+237
New +$53K 0.02% 149

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burk Holdings's VBR Position: Q1 2026 in Review

Burk Holdings opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 237 shares worth $51.5K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings.

1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Burk Holdings held 237 shares of Vanguard Small-Cap Value ETF worth $51.5K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Burk Holdings position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.02% of Burk Holdings's portfolio in Q1 2026, its #149 holding.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.