Elm Partners Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Elm Partners Management’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	$737K	Hold	3,471	–	–	0.03%	79
2025 Q4	$735K	Sell	3,471 -1,151	-25%	-$241K	0.03%	82
2025 Q3	$965K	Buy	4,622 +1,588	+52%	+$325K	0.05%	73
2025 Q2	$592K	Sell	3,034 -659	-18%	-$122K	0.03%	71
2025 Q1	$688K	Buy	3,693 +901	+32%	+$178K	0.04%	43
2024 Q4	$553K	Buy	2,792 +15	+0.5%	+$3.08K	0.04%	47
2024 Q3	$558K	Buy	2,777 +805	+41%	+$155K	0.04%	44
2024 Q2	$360K	Hold	1,972	–	–	0.03%	54
2024 Q1	$378K	Buy	+1,972	New	+$356K	0.03%	50

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elm Partners Management's VBR Position: Q1 2026 in Review

Elm Partners Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 3,471 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #79.

Elm Partners Management first reported a position in VBR in Q1 2024 and has held it in 9 quarters since. The position peaked at $965K in Q3 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Elm Partners Management held 3,471 shares of Vanguard Small-Cap Value ETF worth $737K as of Q1 2026.
Elm Partners Management left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Value ETF made up 0.03% of Elm Partners Management's portfolio in Q1 2026, its #79 holding.
Elm Partners Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Elm Partners Management's Vanguard Small-Cap Value ETF position peaked at $965K in Q3 2025.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.