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

Kera 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
Q2 		$467K Buy
+1,923
New +$447K 0.04% 338
2025
Q2 		– Sell
-26,903
Closed -$5.01M – 368
2025
Q1 		$5.01M Buy
+26,903
New +$5.31M 1.49% 22

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

Kera Capital Partners's VBR Position: Q2 2026 in Review

Kera Capital Partners opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,923 shares worth $467K. The stake represents 0.04% of the portfolio and ranks #338 among its holdings. This is a return to the name: Kera Capital Partners previously reported a position in VBR as recently as Q1 2025.

Kera Capital Partners first reported a position in VBR in Q1 2025 and has held it in 2 quarters since. The position peaked at $5.01M in Q1 2025. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Kera Capital Partners held 1,923 shares of Vanguard Morningstar Small-Cap Value ETF worth $467K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Kera Capital Partners position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Kera Capital Partners's portfolio in Q2 2026, its #338 holding.
  • Kera Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • Kera Capital Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.01M in Q1 2025.
  • 1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.