MCCP
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Mission Creek Capital Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mission Creek Capital Partners’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 		$4.67M Sell
21,515
-5
-0% -$1.12K 0.93% 31
2025
Q4 		$4.56M Sell
21,520
-324
-1% -$67.8K 0.92% 29
2025
Q3 		$4.56M Buy
21,844
+4,161
+24% +$851K 0.9% 30
2025
Q2 		$3.45M Sell
17,683
-1,767
-9% -$327K 0.77% 31
2025
Q1 		$3.62M Sell
19,450
-13,188
-40% -$2.61M 0.88% 30
2024
Q4 		$6.47M Sell
32,638
-108
-0.3% -$22.2K 1.41% 18
2024
Q3 		$6.57M Sell
32,746
-1,567
-5% -$301K 1.53% 14
2024
Q2 		$6.26M Sell
34,313
-1,298
-4% -$240K 1.58% 12
2024
Q1 		$6.83M Buy
35,611
+4,203
+13% +$758K 1.78% 9
2023
Q4 		$5.65M Buy
31,408
+3,025
+11% +$494K 1.45% 8
2023
Q3 		$4.53M Buy
28,383
+1,340
+5% +$224K 1.52% 8
2023
Q2 		$4.47M Buy
27,043
+2,281
+9% +$359K 1.44% 11
2023
Q1 		$3.93M Buy
24,762
+2,537
+11% +$420K 1.34% 11
2022
Q4 		$3.53M Buy
22,225
+2,401
+12% +$382K 1.26% 12
2022
Q3 		$2.84M Buy
19,824
+118
+0.6% +$18.7K 1.07% 18
2022
Q2 		$2.95M Sell
19,706
-112
-0.6% -$18.4K 0.99% 19
2022
Q1 		$3.49M Buy
19,818
+195
+1% +$33.9K 0.93% 21
2021
Q4 		$3.51M Buy
19,623
+5,306
+37% +$944K 0.7% 33
2021
Q3 		$2.43M Buy
14,317
+696
+5% +$119K 0.45% 49
2021
Q2 		$2.37M Buy
13,621
+1,738
+15% +$301K 0.38% 51
2021
Q1 		$1.97M Buy
11,883
+1,121
+10% +$177K 0.29% 60
2020
Q4 		$1.53M Buy
10,762
+2,944
+38% +$380K 0.47% 64
2020
Q3 		$865K Sell
7,818
-309
-4% -$34.6K 0.34% 90
2020
Q2 		$869K Buy
8,127
+15
+0.2% +$1.5K 0.46% 60
2020
Q1 		$720K Buy
8,112
+1,019
+14% +$124K 0.39% 63
2019
Q4 		$972K Buy
+7,093
New +$940K 0.44% 64

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 $58.2B AUM 22.78% 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 $424B AUM 22.94% 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

Mission Creek Capital Partners's VBR Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.02% in Q1 2026, selling an estimated $1.12K and leaving 21,515 shares worth $4.67M. The position accounts for 0.93% of the portfolio, ranked #31.

Mission Creek Capital Partners first reported a position in VBR in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.83M in Q1 2024. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Mission Creek Capital Partners held 21,515 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.67M as of Q1 2026.
  • Mission Creek Capital Partners sold 5 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $1.12K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.93% of Mission Creek Capital Partners's portfolio in Q1 2026, its #31 holding.
  • Mission Creek Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Mission Creek Capital Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.83M in Q1 2024.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.