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Lazari Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Lazari Capital Management’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 		$356K Buy
1,465
+7
+0.5% +$1.63K 0.11% 117
2026
Q1 		$317K Buy
1,458
+8
+0.6% +$1.79K 0.11% 112
2025
Q4 		$307K Buy
1,450
+14
+1% +$2.93K 0.1% 116
2025
Q3 		$300K Buy
1,436
+6
+0.4% +$1.23K 0.1% 112
2025
Q2 		$279K Buy
1,430
+261
+22% +$48.3K 0.11% 110
2025
Q1 		$218K Buy
1,169
+8
+0.7% +$1.58K 0.09% 132
2024
Q4 		$230K Sell
1,161
-272
-19% -$55.8K 0.09% 127
2024
Q3 		$288K Buy
1,433
+315
+28% +$60.6K 0.12% 108
2024
Q2 		$204K Hold
1,118
– – 0.09% 128
2024
Q1 		$215K Buy
1,118
+4
+0.4% +$722 0.12% 102
2023
Q4 		$200K Buy
+1,114
New +$182K 0.11% 107

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Lazari Capital Management's VBR Position: Q2 2026 in Review

Lazari Capital Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.48% in Q2 2026, buying an estimated $1.63K and bringing the position to 1,465 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #117.

Lazari Capital Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Lazari Capital Management held 1,465 shares of Vanguard Morningstar Small-Cap Value ETF worth $356K as of Q2 2026.
  • Lazari Capital Management bought 7 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.63K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Lazari Capital Management's portfolio in Q2 2026, its #117 holding.
  • Lazari Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.