Mercer Global Advisors
VBR icon

Mercer Global Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mercer Global Advisors’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 		$44.1M Buy
181,462
+782
+0.4% +$182K 0.05% 198
2026
Q1 		$39.3M Buy
180,680
+18,245
+11% +$4.08M 0.06% 198
2025
Q4 		$34.4M Sell
162,435
-8,095
-5% -$1.69M 0.05% 228
2025
Q3 		$35.6M Sell
170,530
-5,860
-3% -$1.2M 0.06% 193
2025
Q2 		$34.4M Sell
176,390
-52,569
-23% -$9.73M 0.07% 157
2025
Q1 		$42.6M Buy
228,959
+47,570
+26% +$9.4M 0.1% 119
2024
Q4 		$35.9M Buy
181,389
+16,397
+10% +$3.37M 0.09% 131
2024
Q3 		$32.9M Buy
164,992
+3,556
+2% +$684K 0.08% 145
2024
Q2 		$20.6M Buy
161,436
+49,534
+44% +$9.15M 0.06% 186
2024
Q1 		$22.9M Sell
111,902
-48,417
-30% -$8.74M 0.07% 178
2023
Q4 		$28.9M Sell
160,319
-1,291
-0.8% -$211K 0.09% 154
2023
Q3 		$25.8M Buy
161,610
+44,345
+38% +$7.41M 0.1% 129
2023
Q2 		$19.4M Sell
117,265
-2,074
-2% -$327K 0.08% 178
2023
Q1 		$18.9M Sell
119,339
-7,889
-6% -$1.31M 0.09% 168
2022
Q4 		$20.2M Sell
127,228
-5,809
-4% -$925K 0.1% 161
2022
Q3 		$19.1M Buy
133,037
+8,551
+7% +$1.36M 0.11% 142
2022
Q2 		$18.7M Sell
124,486
-8,231
-6% -$1.35M 0.11% 141
2022
Q1 		$23.4M Buy
132,717
+11,470
+9% +$1.99M 0.14% 115
2021
Q4 		$21.7M Sell
121,247
-8,251
-6% -$1.47M 0.13% 124
2021
Q3 		$21.9M Sell
129,498
-29,212
-18% -$5M 0.15% 111
2021
Q2 		$27.6M Buy
158,710
+4,419
+3% +$766K 0.21% 80
2021
Q1 		$25.6M Buy
154,291
+21,967
+17% +$3.46M 0.23% 74
2020
Q4 		$18.8M Buy
132,324
+30,595
+30% +$3.95M 0.24% 67
2020
Q3 		$11.3M Buy
101,729
+6,819
+7% +$764K 0.17% 95
2020
Q2 		$10.1M Buy
94,910
+30,151
+47% +$3.03M 0.18% 84
2020
Q1 		$5.75M Sell
64,759
-15,801
-20% -$1.92M 0.13% 146
2019
Q4 		$11M Buy
80,560
+35,626
+79% +$4.72M 0.22% 93
2019
Q3 		$5.79M Buy
44,934
+19,140
+74% +$2.45M 0.14% 135
2019
Q2 		$3.37M Buy
25,794
+495
+2% +$64.4K 0.09% 187
2019
Q1 		$3.26M Buy
+25,299
New +$3.22M 0.12% 152

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Mercer Global Advisors's VBR Position: Q2 2026 in Review

Mercer Global Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.43% in Q2 2026, buying an estimated $182K and bringing the position to 181,462 shares worth $44.1M. The position accounts for 0.05% of the portfolio, ranked #198.

Mercer Global Advisors first reported a position in VBR in Q1 2019 and has held it in 30 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Mercer Global Advisors held 181,462 shares of Vanguard Morningstar Small-Cap Value ETF worth $44.1M as of Q2 2026.
  • Mercer Global Advisors bought 782 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $182K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Mercer Global Advisors's portfolio in Q2 2026, its #198 holding.
  • Mercer Global Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.