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Cliff Asness’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Cliff Asness’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 		$21.7M Buy
89,148
+2,363
+3% +$550K 0.01% 1146
2026
Q1 		$18.9M Buy
86,785
+23,312
+37% +$5.21M 0.01% 1062
2025
Q4 		$13.4M Buy
63,473
+20,390
+47% +$4.27M 0.01% 1084
2025
Q3 		$8.99M Buy
43,083
+31,532
+273% +$6.45M 0.01% 1146
2025
Q2 		$2.25M Sell
11,551
-3,852
-25% -$713K ﹤0.01% 1706
2025
Q1 		$2.87M Buy
15,403
+6,114
+66% +$1.21M ﹤0.01% 1411
2024
Q4 		$1.84M Buy
9,289
+2,484
+37% +$510K ﹤0.01% 1576
2024
Q3 		$1.37M Buy
6,805
+4,942
+265% +$950K ﹤0.01% 1696
2024
Q2 		$340K Buy
1,863
+266
+17% +$49.1K ﹤0.01% 2214
2024
Q1 		$306K Buy
1,597
+290
+22% +$52.3K ﹤0.01% 2123
2023
Q4 		$235K Buy
+1,307
New +$213K ﹤0.01% 2155

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

Cliff Asness's VBR Position: Q2 2026 in Review

Cliff Asness increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.7% in Q2 2026, buying an estimated $550K and bringing the position to 89,148 shares worth $21.7M. The position accounts for 0.01% of the portfolio, ranked #1146.

Cliff Asness first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,758 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cliff Asness held 89,148 shares of Vanguard Morningstar Small-Cap Value ETF worth $21.7M as of Q2 2026.
  • Cliff Asness bought 2,363 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $550K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1146 holding.
  • Cliff Asness first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,758 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.