Mesirow Financial Investment Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mesirow Financial 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 Q2	$1.61M	Buy	6,624 +226	+4%	+$52.6K	0.03%	229
2026 Q1	$1.39M	Buy	6,398 +1,607	+34%	+$359K	0.02%	236
2025 Q4	$1.01M	Sell	4,791 -1,608	-25%	-$337K	0.02%	243
2025 Q3	$1.34M	Sell	6,399 -2,462	-28%	-$503K	0.02%	239
2025 Q2	$1.73M	Sell	8,861 -14	-0.2%	-$2.59K	0.03%	204
2025 Q1	$1.65M	Buy	8,875 +15	+0.2%	+$2.96K	0.03%	208
2024 Q4	$1.76M	Sell	8,860 -8,534	-49%	-$1.75M	0.03%	204
2024 Q3	$3.49M	Buy	17,394 +8,722	+101%	+$1.68M	0.07%	153
2024 Q2	$1.58M	Sell	8,672 -2	-0%	-$369	0.04%	206
2024 Q1	$1.66M	Buy	8,674 +471	+6%	+$85K	0.04%	200
2023 Q4	$1.48M	Buy	+8,203	New	+$1.34M	0.05%	187

Other funds holding VBR

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mesirow Financial Investment Management's VBR Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.5% in Q2 2026, buying an estimated $52.6K and bringing the position to 6,624 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #229.

Mesirow Financial Investment Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.49M in Q3 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Mesirow Financial Investment Management held 6,624 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.61M as of Q2 2026.
Mesirow Financial Investment Management bought 226 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $52.6K.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #229 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.49M in Q3 2024.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.