Envestnet Portfolio Solutions
VBR icon

Envestnet Portfolio Solutions’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Envestnet Portfolio Solutions’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 		$570K Buy
2,344
+143
+6% +$33.3K ﹤0.01% 942
2026
Q1 		$478K Sell
2,201
-1,411
-39% -$315K ﹤0.01% 924
2025
Q4 		$765K Sell
3,612
-2,533
-41% -$530K ﹤0.01% 872
2025
Q3 		$1.28M Buy
6,145
+2,859
+87% +$585K ﹤0.01% 662
2025
Q2 		$641K Sell
3,286
-191
-5% -$35.4K ﹤0.01% 982
2025
Q1 		$648K Sell
3,477
-5,792
-62% -$1.14M ﹤0.01% 947
2024
Q4 		$1.84M Buy
9,269
+28
+0.3% +$5.75K 0.01% 691
2024
Q3 		$1.86M Sell
9,241
-8,561
-48% -$1.65M 0.01% 686
2024
Q2 		$3.25M Buy
17,802
+593
+3% +$110K 0.01% 486
2024
Q1 		$3.3M Sell
17,209
-1,100
-6% -$198K 0.01% 495
2023
Q4 		$3.3M Buy
18,309
+3,791
+26% +$619K 0.01% 446
2023
Q3 		$2.32M Buy
+14,518
New +$2.43M 0.01% 509

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 22.9% 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

Envestnet Portfolio Solutions's VBR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.5% in Q2 2026, buying an estimated $33.3K and bringing the position to 2,344 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Envestnet Portfolio Solutions first reported a position in VBR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.3M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,344 shares of Vanguard Morningstar Small-Cap Value ETF worth $570K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 143 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $33.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #942 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.3M in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.