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

Calder Financial’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 		– Sell
-1,285
Closed -$272K – 42
2025
Q4 		$272K Buy
+1,285
New +$269K 0.27% 37

Other funds holding VBR

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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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Calder Financial's VBR Position: Q1 2026 in Review

Calder Financial sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 1,285 shares — an estimated $272K sold.

Calder Financial first reported a position in VBR in Q4 2025 and held it in 1 quarter. The position peaked at $272K in Q4 2025. 1,710 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Calder Financial reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Calder Financial sold 1,285 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $272K.
  • Calder Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Calder Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $272K in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Calder Financial's 13F filing for Q1 2026, filed 7 Apr 2026.