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Clear Investment Research’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Clear Investment Research’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 		– Sell
-32
Closed -$7.06K – 220
2026
Q1 		$7.06K Buy
+32
New +$7.15K 0.01% 167
2025
Q4 		– Sell
-32
Closed -$6.68K – 230
2025
Q3 		$6.68K Buy
+32
New +$6.54K 0.01% 186

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

Clear Investment Research's VBR Position: Q2 2026 in Review

Clear Investment Research sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 32 shares — an estimated $7.06K sold.

Clear Investment Research first reported a position in VBR in Q3 2025 and held it in 2 quarters. The position peaked at $7.06K in Q1 2026. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Clear Investment Research reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 32 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $7.06K.
  • Clear Investment Research first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Clear Investment Research's Vanguard Morningstar Small-Cap Value ETF position peaked at $7.06K in Q1 2026.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.