Loomis, Sayles & Company
VBR icon

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
Q2 		$2.1M Buy
8,639
+3,082
+55% +$717K ﹤0.01% 486
2026
Q1 		$1.21M Buy
+5,557
New +$1.24M ﹤0.01% 493

Other funds holding VBR

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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

Loomis, Sayles & Company's VBR Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 55% in Q2 2026, buying an estimated $717K and bringing the position to 8,639 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Loomis, Sayles & Company first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 1,767 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Loomis, Sayles & Company held 8,639 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.1M as of Q2 2026.
  • Loomis, Sayles & Company bought 3,082 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $717K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #486 holding.
  • Loomis, Sayles & Company first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.