Cetera Investment Advisers
VBR icon

Cetera Investment Advisers’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cetera Investment Advisers’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 		$253M Buy
1,164,853
+31,607
+3% +$7.07M 0.27% 64
2025
Q4 		$240M Buy
1,133,246
+62,346
+6% +$13.1M 0.26% 70
2025
Q3 		$224M Buy
1,070,900
+190,093
+22% +$38.9M 0.26% 71
2025
Q2 		$172M Buy
880,807
+162,575
+23% +$30.1M 0.29% 66
2025
Q1 		$134M Buy
718,232
+68,145
+10% +$13.5M 0.26% 75
2024
Q4 		$129M Buy
650,087
+15,061
+2% +$3.09M 0.27% 67
2024
Q3 		$128M Buy
635,026
+28,879
+5% +$5.55M 0.28% 73
2024
Q2 		$111M Buy
606,147
+3,684
+0.6% +$681K 0.25% 79
2024
Q1 		$116M Buy
602,463
+460,617
+325% +$83.1M 0.27% 71
2023
Q4 		$25.5M Buy
141,846
+3,927
+3% +$641K 0.21% 86
2023
Q3 		$22M Sell
137,919
-1,550
-1% -$259K 0.19% 100
2023
Q2 		$23.1M Buy
139,469
+5,399
+4% +$850K 0.19% 97
2023
Q1 		$21.3M Sell
134,070
-8,801
-6% -$1.46M 0.19% 105
2022
Q4 		$22.7M Buy
142,871
+3,275
+2% +$521K 0.21% 89
2022
Q3 		$20M Buy
139,596
+4,217
+3% +$670K 0.4% 42
2022
Q2 		$20.3M Sell
135,379
-20,641
-13% -$3.38M 0.32% 58
2022
Q1 		$27.4M Sell
156,020
-1,629
-1% -$283K 0.39% 45
2021
Q4 		$28.2M Buy
157,649
+3,081
+2% +$548K 0.4% 43
2021
Q3 		$26.2M Buy
154,568
+8,101
+6% +$1.39M 0.42% 42
2021
Q2 		$25.4M Buy
146,467
+15,567
+12% +$2.7M 0.41% 44
2021
Q1 		$21.7M Sell
130,900
-10,304
-7% -$1.62M 0.43% 45
2020
Q4 		$20.1M Buy
141,204
+86,204
+157% +$11.1M 0.4% 50
2020
Q3 		$6.08M Buy
55,000
+1,153
+2% +$129K 0.5% 40
2020
Q2 		$5.76M Buy
53,847
+3,256
+6% +$327K 0.53% 37
2020
Q1 		$4.39M Buy
50,591
+6,274
+14% +$761K 0.54% 43
2019
Q4 		$6.07M Buy
44,317
+7,485
+20% +$992K 0.61% 37
2019
Q3 		$4.75M Buy
36,832
+2,818
+8% +$361K 0.58% 38
2019
Q2 		$4.43M Buy
34,014
+3,548
+12% +$461K 0.57% 41
2019
Q1 		$3.92M Buy
30,466
+3,020
+11% +$384K 0.55% 43
2018
Q4 		$3.13M Sell
27,446
-2,309
-8% -$292K 0.51% 48
2018
Q3 		$4.15M Buy
29,755
+11,112
+60% +$1.56M 0.6% 37
2018
Q2 		$2.53M Sell
18,643
-2,511
-12% -$337K 0.45% 55
2018
Q1 		$2.73M Sell
21,154
-1,694
-7% -$225K 0.51% 51
2017
Q4 		$3.03M Buy
22,848
+4,364
+24% +$568K 0.56% 45
2017
Q3 		$2.37M Buy
18,484
+987
+6% +$122K 0.52% 51
2017
Q2 		$2.15M Buy
17,497
+2,324
+15% +$284K 0.53% 50
2017
Q1 		$1.86M Buy
15,173
+3,015
+25% +$370K 0.51% 50
2016
Q4 		$1.47M Buy
12,158
+6,035
+99% +$692K 0.49% 54
2016
Q3 		$676K Buy
6,123
+573
+10% +$62.8K 0.29% 99
2016
Q2 		$585K Buy
5,550
+572
+11% +$59.3K 0.23% 125
2016
Q1 		$509K Buy
4,978
+462
+10% +$43.5K 0.22% 130
2015
Q4 		$443K Buy
+4,516
New +$461K 0.2% 139

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

Cetera Investment Advisers's VBR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard Small-Cap Value ETF (VBR) stake by 2.8% in Q1 2026, buying an estimated $7.07M and bringing the position to 1,164,853 shares worth $253M. The position accounts for 0.27% of the portfolio, ranked #64.

Cetera Investment Advisers first reported a position in VBR in Q4 2015 and has held it in 42 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Cetera Investment Advisers held 1,164,853 shares of Vanguard Small-Cap Value ETF worth $253M as of Q1 2026.
  • Cetera Investment Advisers bought 31,607 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $7.07M.
  • Vanguard Small-Cap Value ETF made up 0.27% of Cetera Investment Advisers's portfolio in Q1 2026, its #64 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Small-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.