Greenspring Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Greenspring Advisors’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	$2.01M	Sell	9,245 -178	-2%	-$39.8K	0.12%	86
2025 Q4	$2M	Buy	9,423 +6,198	+192%	+$1.3M	0.12%	85
2025 Q3	$673K	Buy	+3,225	New	+$659K	0.12%	52
2025 Q1	–	Sell	-1,116	Closed	-$221K	–	104
2024 Q4	$221K	Hold	1,116	–	–	0.05%	88
2024 Q3	$224K	Hold	1,116	–	–	0.05%	88
2024 Q2	$204K	Buy	+1,116	New	+$206K	0.05%	79
2023 Q2	–	Sell	-6,113	Closed	-$971K	–	114
2023 Q1	$971K	Buy	6,113 +133	+2%	+$22K	0.21%	48
2022 Q4	$950K	Sell	5,980 -54	-0.9%	-$8.6K	0.25%	46
2022 Q3	$865K	Sell	6,034 -34	-0.6%	-$5.4K	0.27%	44
2022 Q2	$907K	Buy	6,068 +730	+14%	+$120K	0.27%	43
2022 Q1	$939K	Sell	5,338 -544	-9%	-$94.6K	0.25%	34
2021 Q4	$1.05M	Buy	+5,882	New	+$1.05M	0.27%	29

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenspring Advisors's VBR Position: Q1 2026 in Review

Greenspring Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1.9% in Q1 2026, selling an estimated $39.8K and leaving 9,245 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #86.

Greenspring Advisors first reported a position in VBR in Q4 2021 and has held it in 12 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Greenspring Advisors held 9,245 shares of Vanguard Small-Cap Value ETF worth $2.01M as of Q1 2026.
Greenspring Advisors sold 178 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $39.8K.
Vanguard Small-Cap Value ETF made up 0.12% of Greenspring Advisors's portfolio in Q1 2026, its #86 holding.
Greenspring Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 12 quarters since.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.