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Intellectus Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Intellectus Partners’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
2018
Q4 		– Sell
-4,103
Closed -$575K – 500
2018
Q3 		$575K Buy
+4,103
New +$575K 0.2% 129

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

Intellectus Partners's VBR Position: Q2 2026 in Review

Intellectus Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.1% in Q2 2026, buying an estimated $27.7K and bringing the position to 11,067 shares worth $2.69M. The position accounts for 0.47% of the portfolio, ranked #49.

Intellectus Partners first reported a position in VBR in Q1 2018 and has held it in 19 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Intellectus Partners held 11,067 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.69M as of Q2 2026.
  • Intellectus Partners bought 119 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $27.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.47% of Intellectus Partners's portfolio in Q2 2026, its #49 holding.
  • Intellectus Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 19 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.