CI
VBR icon

Clal Insurance’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Clal Insurance’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
-5,000
Closed -$1.06M – 231
2025
Q4 		$1.06M Buy
5,000
+2,000
+67% +$419K 0.01% 109
2025
Q3 		$629K Buy
+3,000
New +$613K ﹤0.01% 111

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
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

Clal Insurance's VBR Position: Q1 2026 in Review

Clal Insurance sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 5,000 shares — an estimated $1.06M sold.

Clal Insurance first reported a position in VBR in Q3 2025 and held it in 2 quarters. The position peaked at $1.06M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Clal Insurance reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Clal Insurance sold 5,000 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $1.06M.
  • Clal Insurance first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Clal Insurance's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.06M in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Clal Insurance's 13F filing for Q1 2026, filed 12 May 2026.