FIT
VBR icon

Financially in Tune’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Financially in Tune’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 		$2.12M Buy
9,768
+607
+7% +$136K 1.82% 12
2025
Q4 		$1.94M Buy
+9,161
New +$1.92M 1.81% 13

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 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financially in Tune's VBR Position: Q1 2026 in Review

Financially in Tune increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.6% in Q1 2026, buying an estimated $136K and bringing the position to 9,768 shares worth $2.12M. The position accounts for 1.82% of the portfolio, ranked #12.

Financially in Tune first reported a position in VBR in Q4 2025 and has held it in 2 quarters since. 1,710 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Financially in Tune held 9,768 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.12M as of Q1 2026.
  • Financially in Tune bought 607 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $136K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.82% of Financially in Tune's portfolio in Q1 2026, its #12 holding.
  • Financially in Tune first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,710 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.