CMMS
VBR icon

Comprehensive Money Management Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Comprehensive Money Management Services’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 		$630K Buy
2,898
+35
+1% +$7.82K 0.41% 78
2025
Q4 		$606K Hold
2,863
– – 0.42% 87
2025
Q3 		$598K Sell
2,863
-3
-0.1% -$613 0.42% 83
2025
Q2 		$559K Hold
2,866
– – 0.42% 85
2025
Q1 		$534K Hold
2,866
– – 0.43% 85
2024
Q4 		$568K Buy
+2,866
New +$588K 0.47% 77

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

Comprehensive Money Management Services's VBR Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.2% in Q1 2026, buying an estimated $7.82K and bringing the position to 2,898 shares worth $630K. The position accounts for 0.41% of the portfolio, ranked #78.

Comprehensive Money Management Services first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Comprehensive Money Management Services held 2,898 shares of Vanguard Small-Cap Value ETF worth $630K as of Q1 2026.
  • Comprehensive Money Management Services bought 35 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $7.82K.
  • Vanguard Small-Cap Value ETF made up 0.41% of Comprehensive Money Management Services's portfolio in Q1 2026, its #78 holding.
  • Comprehensive Money Management Services first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.