Jackson Hole Capital Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Jackson Hole Capital 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
2026 Q1	$46.7K	Hold	215	–	–	0.01%	259
2025 Q4	$45.5K	Hold	215	–	–	0.01%	257
2025 Q3	$44.9K	Hold	215	–	–	0.01%	254
2025 Q2	$41.9K	Hold	215	–	–	0.01%	239
2025 Q1	$40.1K	Hold	215	–	–	0.01%	238
2024 Q4	$42.6K	Hold	215	–	–	0.01%	236
2024 Q3	$43.2K	Hold	215	–	–	0.01%	227
2024 Q2	$39.2K	Hold	215	–	–	0.01%	231
2024 Q1	$41.3K	Hold	215	–	–	0.01%	229
2023 Q4	$38.7K	Hold	215	–	–	0.01%	226
2023 Q3	$34.3K	Hold	215	–	–	0.01%	210
2023 Q2	$35.6K	Hold	215	–	–	0.01%	224
2023 Q1	$34.1K	Sell	215 -27	-11%	-$4.47K	0.01%	245
2022 Q4	$38.4K	Hold	242	–	–	0.01%	211
2022 Q3	$35K	Buy	242 +192	+384%	+$30.5K	0.01%	211
2022 Q2	$7K	Hold	50	–	–	﹤0.01%	223
2022 Q1	$9K	Hold	50	–	–	﹤0.01%	231
2021 Q4	$9K	Hold	50	–	–	﹤0.01%	218
2021 Q3	$8K	Hold	50	–	–	﹤0.01%	232
2021 Q2	$9K	Hold	50	–	–	﹤0.01%	226
2021 Q1	$8K	Buy	+50	New	+$7.88K	﹤0.01%	227

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $4.05B AUM 19.01% 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

Jackson Hole Capital Partners's VBR Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q1 2026 at 215 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #259.

Jackson Hole Capital Partners first reported a position in VBR in Q1 2021 and has held it in 21 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Jackson Hole Capital Partners held 215 shares of Vanguard Morningstar Small-Cap Value ETF worth $46.7K as of Q1 2026.
Jackson Hole Capital Partners left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #259 holding.
Jackson Hole Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.