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Milestone Asset Management Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Milestone Asset Management Group’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 		$333K Sell
1,534
-11
-0.7% -$2.46K 0.19% 94
2025
Q4 		$327K Buy
1,545
+2
+0.1% +$419 0.18% 92
2025
Q3 		$322K Buy
1,543
+6
+0.4% +$1.23K 0.2% 87
2025
Q2 		$300K Buy
1,537
+246
+19% +$45.5K 0.22% 81
2025
Q1 		$240K Buy
1,291
+6
+0.5% +$1.19K 0.22% 83
2024
Q4 		$255K Buy
+1,285
New +$264K 0.23% 83

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 $3.51B AUM 13.98% 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

Milestone Asset Management Group's VBR Position: Q1 2026 in Review

Milestone Asset Management Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.71% in Q1 2026, selling an estimated $2.46K and leaving 1,534 shares worth $333K. The position accounts for 0.19% of the portfolio, ranked #94.

Milestone Asset Management Group first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Milestone Asset Management Group held 1,534 shares of Vanguard Small-Cap Value ETF worth $333K as of Q1 2026.
  • Milestone Asset Management Group sold 11 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $2.46K.
  • Vanguard Small-Cap Value ETF made up 0.19% of Milestone Asset Management Group's portfolio in Q1 2026, its #94 holding.
  • Milestone Asset Management Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.