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Motiv8 Investments’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Motiv8 Investments’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
2025
Q4 		$29K Buy
+135
New +$28.3K 0.02% 327

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Motiv8 Investments's VBR Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025: 135 shares worth $29K. The stake represents 0.02% of the portfolio and ranks #327 among its holdings.

1,661 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Motiv8 Investments held 135 shares of Vanguard Morningstar Small-Cap Value ETF worth $29K as of Q4 2025.
  • Vanguard Morningstar Small-Cap Value ETF was a new Motiv8 Investments position in Q4 2025.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Motiv8 Investments's portfolio in Q4 2025, its #327 holding.
  • 1,661 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.