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Gambit Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Gambit Capital 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
Q2 		$348K Buy
1,434
+1
+0.1% +$233 0.2% 70
2026
Q1 		$311K Sell
1,433
-362
-20% -$80.9K 0.21% 73
2025
Q4 		$380K Buy
+1,795
New +$376K 0.27% 61

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
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

Gambit Capital Management's VBR Position: Q2 2026 in Review

Gambit Capital Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.07% in Q2 2026, buying an estimated $233 and bringing the position to 1,434 shares worth $348K. The position accounts for 0.2% of the portfolio, ranked #70.

Gambit Capital Management first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Gambit Capital Management held 1,434 shares of Vanguard Morningstar Small-Cap Value ETF worth $348K as of Q2 2026.
  • Gambit Capital Management bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.2% of Gambit Capital Management's portfolio in Q2 2026, its #70 holding.
  • Gambit Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Gambit Capital Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $380K in Q4 2025.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Gambit Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.