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Harvest Investment Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Harvest Investment 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
Q1 		$264K Buy
1,213
+248
+26% +$55.4K 0.05% 282
2025
Q4 		$204K Buy
+965
New +$202K 0.04% 310
2025
Q3 		– Sell
-1,465
Closed -$286K – 381
2025
Q2 		$286K Buy
+1,465
New +$271K 0.06% 257

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

Harvest Investment Services's VBR Position: Q1 2026 in Review

Harvest Investment Services increased its Vanguard Small-Cap Value ETF (VBR) stake by 26% in Q1 2026, buying an estimated $55.4K and bringing the position to 1,213 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #282.

Harvest Investment Services first reported a position in VBR in Q2 2025 and has held it in 3 quarters since. The position peaked at $286K in Q2 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Harvest Investment Services held 1,213 shares of Vanguard Small-Cap Value ETF worth $264K as of Q1 2026.
  • Harvest Investment Services bought 248 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $55.4K.
  • Vanguard Small-Cap Value ETF made up 0.05% of Harvest Investment Services's portfolio in Q1 2026, its #282 holding.
  • Harvest Investment Services first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • Harvest Investment Services's Vanguard Small-Cap Value ETF position peaked at $286K in Q2 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.