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Jim Saulnier & Associates’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Jim Saulnier & Associates’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 		– Sell
-1,948
Closed -$413K – 147
2025
Q4 		$413K Buy
+1,948
New +$408K 0.21% 91

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

Jim Saulnier & Associates's VBR Position: Q1 2026 in Review

Jim Saulnier & Associates sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 1,948 shares — an estimated $413K sold.

Jim Saulnier & Associates first reported a position in VBR in Q4 2025 and held it in 1 quarter. The position peaked at $413K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Jim Saulnier & Associates reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Saulnier & Associates sold 1,948 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $413K.
  • Jim Saulnier & Associates first reported a position in Vanguard Small-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Jim Saulnier & Associates's Vanguard Small-Cap Value ETF position peaked at $413K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.