Harel Insurance Investments & Financial Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Harel Insurance Investments & Financial Services’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	$121K	Hold	500	–	–	﹤0.01%	384
2026 Q1	$109K	Buy	+500	New	+$112K	﹤0.01%	364
2025 Q4	–	Sell	-500	Closed	-$104K	–	486
2025 Q3	$104K	Hold	500	–	–	﹤0.01%	337
2025 Q2	$98K	Hold	500	–	–	﹤0.01%	320
2025 Q1	$93K	Buy	+500	New	+$98.8K	﹤0.01%	322
2024 Q4	–	Sell	-500	Closed	-$100K	–	528
2024 Q3	$100K	Hold	500	–	–	﹤0.01%	280
2024 Q2	$91K	Hold	500	–	–	﹤0.01%	317
2024 Q1	$96K	Hold	500	–	–	﹤0.01%	312
2023 Q4	$91K	Hold	500	–	–	﹤0.01%	357
2023 Q3	$80K	Buy	+500	New	+$83.6K	﹤0.01%	400
2021 Q4	–	Sell	-1,920	Closed	-$325K	–	824
2021 Q3	$325K	Sell	1,920 -3	-0.2%	-$514	0.01%	290
2021 Q2	$1.08M	Sell	1,923 -9,393	-83%	-$1.63M	0.02%	308
2021 Q1	$6.26M	Buy	+11,316	New	+$1.78M	0.12%	106

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VBR Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 500 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Harel Insurance Investments & Financial Services first reported a position in VBR in Q1 2021 and has held it in 13 quarters since. The position peaked at $6.26M in Q1 2021. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Harel Insurance Investments & Financial Services held 500 shares of Vanguard Morningstar Small-Cap Value ETF worth $121K as of Q2 2026.
Harel Insurance Investments & Financial Services left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #384 holding.
Harel Insurance Investments & Financial Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 13 quarters since.
Harel Insurance Investments & Financial Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.26M in Q1 2021.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.