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WELLINGTON-ALTUS USA INC.’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		– Sell
-780
Closed -$190K – 707
2026
Q1 		$190K Buy
+780
New +$174K 0.11% 157

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WELLINGTON-ALTUS USA INC.'s VBR Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 780 shares — an estimated $190K sold.

WELLINGTON-ALTUS USA INC. first reported a position in VBR in Q1 2026 and held it in 1 quarter. The position peaked at $190K in Q1 2026. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 780 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $190K.
  • WELLINGTON-ALTUS USA INC. first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s Vanguard Morningstar Small-Cap Value ETF position peaked at $190K in Q1 2026.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.