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Marshall Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Marshall Investment 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 		$180K Buy
+828
New +$185K 0.09% 78
2025
Q2 		– Sell
-907
Closed -$169K – 214
2025
Q1 		$169K Sell
907
-5
-0.5% -$988 0.11% 72
2024
Q4 		$183K Buy
+912
New +$187K 0.11% 68

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

Marshall Investment Management's VBR Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 828 shares worth $180K. The stake represents 0.09% of the portfolio and ranks #78 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in VBR as recently as Q1 2025.

Marshall Investment Management first reported a position in VBR in Q4 2024 and has held it in 3 quarters since. The position peaked at $183K in Q4 2024. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Marshall Investment Management held 828 shares of Vanguard Small-Cap Value ETF worth $180K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Marshall Investment Management position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.09% of Marshall Investment Management's portfolio in Q1 2026, its #78 holding.
  • Marshall Investment Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Marshall Investment Management's Vanguard Small-Cap Value ETF position peaked at $183K in Q4 2024.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.