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Maridea Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Maridea Wealth 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
Q1 		$1.2M Sell
5,530
-621
-10% -$139K 0.17% 137
2025
Q4 		$1.3M Buy
6,151
+95
+2% +$19.9K 0.2% 127
2025
Q3 		$1.26M Buy
6,056
+4,937
+441% +$1.01M 0.2% 120
2025
Q2 		$218K Hold
1,119
– – 0.06% 249
2025
Q1 		$208K Buy
1,119
+6
+0.5% +$1.19K 0.07% 217
2024
Q4 		$221K Buy
+1,113
New +$228K 0.07% 215

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

Maridea Wealth Management's VBR Position: Q1 2026 in Review

Maridea Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 10% in Q1 2026, selling an estimated $139K and leaving 5,530 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #137.

Maridea Wealth Management first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Maridea Wealth Management held 5,530 shares of Vanguard Small-Cap Value ETF worth $1.2M as of Q1 2026.
  • Maridea Wealth Management sold 621 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $139K.
  • Vanguard Small-Cap Value ETF made up 0.17% of Maridea Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Maridea Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Vanguard Small-Cap Value ETF position peaked at $1.3M in Q4 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.