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Carmel Capital Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Carmel Capital 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
Q1 		$222K Buy
+1,021
New +$228K 0.08% 111
2025
Q1 		– Sell
-1,065
Closed -$211K – 156
2024
Q4 		$211K Hold
1,065
– – 0.09% 140
2024
Q3 		$214K Buy
+1,065
New +$205K 0.08% 157
2023
Q2 		– Sell
-90
Closed -$14.3K – 478
2023
Q1 		$14.3K Buy
+90
New +$14.9K 0.01% 308

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 $4.05B AUM 19.01% 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

Carmel Capital Partners's VBR Position: Q1 2026 in Review

Carmel Capital Partners opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 1,021 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #111 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in VBR as recently as Q4 2024.

Carmel Capital Partners first reported a position in VBR in Q1 2023 and has held it in 4 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Carmel Capital Partners held 1,021 shares of Vanguard Small-Cap Value ETF worth $222K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Carmel Capital Partners position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.08% of Carmel Capital Partners's portfolio in Q1 2026, its #111 holding.
  • Carmel Capital Partners first reported a position in Vanguard Small-Cap Value ETF in Q1 2023 and has held it in 4 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.