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Cambria Investment Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Cambria Investment Management’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 		$393K Buy
+1,616
New +$376K 0.02% 551
2025
Q1 		– Sell
-43,888
Closed -$8.7M – 464
2024
Q4 		$8.7M Sell
43,888
-3,815
-8% -$783K 0.53% 99
2024
Q3 		$9.58M Sell
47,703
-9,125
-16% -$1.75M 0.58% 103
2024
Q2 		$10.4M Sell
56,828
-2,003
-3% -$370K 0.63% 102
2024
Q1 		$11.3M Sell
58,831
-41
-0.1% -$7.4K 0.68% 109
2023
Q4 		$10.6M Buy
+58,872
New +$9.61M 0.74% 55
2022
Q1 		– Sell
-33,317
Closed -$5.96M – 299
2021
Q4 		$5.96M Sell
33,317
-28
-0.1% -$4.98K 1% 15
2021
Q3 		$5.64M Sell
33,345
-707
-2% -$121K 1.03% 13
2021
Q2 		$5.91M Sell
34,052
-1,498
-4% -$260K 1.02% 14
2021
Q1 		$5.89M Sell
35,550
-640
-2% -$101K 1.17% 11
2020
Q4 		$5.15M Buy
+36,190
New +$4.67M 1.75% 14
2019
Q2 		– Sell
-308
Closed -$42K – 301
2019
Q1 		$42K Buy
+308
New +$39.2K 0.01% 279
2018
Q4 		– Sell
-47,048
Closed -$6.56M – 299
2018
Q3 		$6.56M Buy
+47,048
New +$6.6M 0.96% 20
2017
Q2 		– Sell
-26,894
Closed -$3.3M – 228
2017
Q1 		$3.3M Buy
26,894
+8,434
+46% +$1.04M 1.11% 14
2016
Q4 		$2.23M Buy
18,460
+7,012
+61% +$804K 0.93% 19
2016
Q3 		$1.27M Sell
11,448
-1
-0% -$110 0.59% 76
2016
Q2 		$1.21M Buy
+11,449
New +$1.19M 0.56% 89
2015
Q3 		– Sell
-18,802
Closed -$2.03M – 367
2015
Q2 		$2.03M Buy
+18,802
New +$2.06M 0.62% 90

Other funds holding VBR

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

Cambria Investment Management's VBR Position: Q2 2026 in Review

Cambria Investment Management opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,616 shares worth $393K. The stake represents 0.02% of the portfolio and ranks #551 among its holdings. This is a return to the name: Cambria Investment Management previously reported a position in VBR as recently as Q4 2024.

Cambria Investment Management first reported a position in VBR in Q2 2015 and has held it in 18 quarters since. The position peaked at $11.3M in Q1 2024. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cambria Investment Management held 1,616 shares of Vanguard Morningstar Small-Cap Value ETF worth $393K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Cambria Investment Management position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Cambria Investment Management's portfolio in Q2 2026, its #551 holding.
  • Cambria Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2015 and has held it in 18 quarters since.
  • Cambria Investment Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $11.3M in Q1 2024.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.