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Fourth Dimension Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Fourth Dimension Wealth’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 		$236K Sell
1,087
-345
-24% -$77.1K 0.09% 127
2025
Q4 		$303K Sell
1,432
-12
-0.8% -$2.51K 0.11% 104
2025
Q3 		$301K Sell
1,444
-84
-5% -$17.2K 0.12% 101
2025
Q2 		$298K Sell
1,528
-709
-32% -$131K 0.13% 96
2025
Q1 		$417K Sell
2,237
-48
-2% -$9.48K 0.2% 78
2024
Q4 		$453K Buy
+2,285
New +$469K 0.24% 72

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

Fourth Dimension Wealth's VBR Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Vanguard Small-Cap Value ETF (VBR) stake by 24% in Q1 2026, selling an estimated $77.1K and leaving 1,087 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #127.

Fourth Dimension Wealth first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $453K in Q4 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Fourth Dimension Wealth held 1,087 shares of Vanguard Small-Cap Value ETF worth $236K as of Q1 2026.
  • Fourth Dimension Wealth sold 345 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $77.1K.
  • Vanguard Small-Cap Value ETF made up 0.09% of Fourth Dimension Wealth's portfolio in Q1 2026, its #127 holding.
  • Fourth Dimension Wealth first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Vanguard Small-Cap Value ETF position peaked at $453K in Q4 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.