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Dala Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Dala Group’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 		$563K Sell
2,601
-2,812
-52% -$629K 0.47% 36
2025
Q4 		$1.15M Buy
+5,413
New +$1.13M 0.99% 27

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

Dala Group's VBR Position: Q1 2026 in Review

Dala Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 52% in Q1 2026, selling an estimated $629K and leaving 2,601 shares worth $563K. The position accounts for 0.47% of the portfolio, ranked #36.

Dala Group first reported a position in VBR in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Dala Group held 2,601 shares of Vanguard Small-Cap Value ETF worth $563K as of Q1 2026.
  • Dala Group sold 2,812 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $629K.
  • Vanguard Small-Cap Value ETF made up 0.47% of Dala Group's portfolio in Q1 2026, its #36 holding.
  • Dala Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Dala Group's Vanguard Small-Cap Value ETF position peaked at $1.15M in Q4 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Dala Group's 13F filing for Q1 2026, filed 1 Jun 2026.