Loomis, Sayles & Company’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Loomis, Sayles & Company’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	$1.21M	Buy	+5,557	New	+$1.24M	﹤0.01%	493

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company's VBR Position: Q1 2026 in Review

Loomis, Sayles & Company opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 5,557 shares worth $1.21M. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings.

1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Loomis, Sayles & Company held 5,557 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.21M as of Q1 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Loomis, Sayles & Company position in Q1 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #493 holding.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.