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Legacy Wealth Management (Idaho)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Legacy Wealth Management (Idaho)’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 		$228K Sell
1,050
-22
-2% -$4.92K 0.11% 113
2025
Q4 		$227K Buy
1,072
+991
+1,223% +$207K 0.11% 97
2025
Q3 		$16.9K Sell
81
-2
-2% -$409 0.01% 286
2025
Q2 		$16.2K Hold
83
– – 0.01% 260
2025
Q1 		$15.5K Hold
83
– – 0.01% 272
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
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

Legacy Wealth Management (Idaho)'s VBR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2.1% in Q1 2026, selling an estimated $4.92K and leaving 1,050 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #113.

Legacy Wealth Management (Idaho) first reported a position in VBR in Q3 2024 and has held it in 7 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,050 shares of Vanguard Small-Cap Value ETF worth $228K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 22 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $4.92K.
  • Vanguard Small-Cap Value ETF made up 0.11% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #113 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.