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Ceera Investments’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ceera Investments’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 		$491K Sell
2,022
-71
-3% -$16.5K 0.21% 69
2026
Q1 		$455K Buy
2,093
+115
+6% +$25.7K 0.2% 64
2025
Q4 		$419K Hold
1,978
– – 0.16% 65
2025
Q3 		$413K Buy
1,978
+390
+25% +$79.7K 0.13% 86
2025
Q2 		$310K Hold
1,588
– – 0.09% 95
2025
Q1 		$296K Hold
1,588
– – 0.1% 81
2024
Q4 		$315K Hold
1,588
– – 0.11% 77
2024
Q3 		$319K Hold
1,588
– – 0.12% 79
2024
Q2 		$290K Hold
1,588
– – 0.12% 77
2024
Q1 		$305K Hold
1,588
– – 0.13% 74
2023
Q4 		$286K Hold
1,588
– – 0.13% 68
2023
Q3 		$253K Sell
1,588
-150
-9% -$25.1K 0.14% 69
2023
Q2 		$287K Hold
1,738
– – 0.17% 61
2023
Q1 		$276K Buy
1,738
+150
+9% +$24.8K 0.18% 61
2022
Q4 		$252K Sell
1,588
-36
-2% -$5.73K 0.16% 69
2022
Q3 		$233K Buy
1,624
+45
+3% +$7.15K 0.15% 65
2022
Q2 		$237K Buy
1,579
+15
+1% +$2.46K 0.14% 65
2022
Q1 		$275K Sell
1,564
-35
-2% -$6.08K 0.14% 66
2021
Q4 		$286K Buy
1,599
+70
+5% +$12.4K 0.15% 60
2021
Q3 		$259K Buy
1,529
+65
+4% +$11.1K 0.14% 61
2021
Q2 		$254K Sell
1,464
-261
-15% -$45.2K 0.19% 56
2021
Q1 		$267K Buy
+1,725
New +$272K 0.22% 55

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

Ceera Investments's VBR Position: Q2 2026 in Review

Ceera Investments reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.4% in Q2 2026, selling an estimated $16.5K and leaving 2,022 shares worth $491K. The position accounts for 0.21% of the portfolio, ranked #69.

Ceera Investments first reported a position in VBR in Q1 2021 and has held it in 22 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ceera Investments held 2,022 shares of Vanguard Morningstar Small-Cap Value ETF worth $491K as of Q2 2026.
  • Ceera Investments sold 71 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $16.5K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.21% of Ceera Investments's portfolio in Q2 2026, its #69 holding.
  • Ceera Investments first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.