LIS
VBR icon

Legacy Investment Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$16.2K Buy
+83
New +$15.4K 0.01% 260
2024
Q4 		$16.9K Sell
83
-148
-64% -$30.4K 0.01% 231
2024
Q3 		$48.6K Buy
+231
New +$44.4K 0.03% 120

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Legacy Investment Solutions's VBR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2025: 83 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VBR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VBR in Q3 2024 and has held it in 3 quarters since. The position peaked at $48.6K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Legacy Investment Solutions held 83 shares of Vanguard Small-Cap Value ETF worth $16.2K as of Q2 2025.
  • Vanguard Small-Cap Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Small-Cap Value ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #260 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Vanguard Small-Cap Value ETF position peaked at $48.6K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.