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MSH Capital Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

MSH Capital 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
Q1 		$3.52M Buy
16,211
+1,928
+13% +$431K 0.75% 33
2025
Q4 		$3.02M Sell
14,283
-4
-0% -$838 0.65% 39
2025
Q3 		$2.98M Hold
14,287
– – 0.8% 31
2025
Q2 		$2.79M Sell
14,287
-93
-0.6% -$17.2K 0.8% 35
2025
Q1 		$2.68M Buy
14,380
+335
+2% +$66.2K 0.83% 34
2024
Q4 		$2.78M Buy
14,045
+300
+2% +$61.6K 0.88% 32
2024
Q3 		$2.76M Buy
13,745
+321
+2% +$61.7K 0.84% 33
2024
Q2 		$2.45M Hold
13,424
– – 0.82% 32
2024
Q1 		$2.58M Sell
13,424
-28
-0.2% -$5.05K 0.91% 29
2023
Q4 		$2.42M Sell
13,452
-1
-0% -$163 0.9% 31
2023
Q3 		$2.15M Sell
13,453
-825
-6% -$138K 0.84% 33
2023
Q2 		$2.36M Buy
14,278
+384
+3% +$60.5K 0.87% 34
2023
Q1 		$2.21M Sell
13,894
-55
-0.4% -$9.1K 0.94% 29
2022
Q4 		$2.22M Sell
13,949
-1,074
-7% -$171K 1% 24
2022
Q3 		$2.15M Sell
15,023
-140
-0.9% -$22.2K 1.06% 21
2022
Q2 		$2.27M Sell
15,163
-112
-0.7% -$18.4K 1.06% 24
2022
Q1 		$2.69M Buy
15,275
+250
+2% +$43.5K 1.11% 20
2021
Q4 		$2.69M Buy
+15,025
New +$2.67M 1.2% 18

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 $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 $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

MSH Capital Advisors's VBR Position: Q1 2026 in Review

MSH Capital Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 13% in Q1 2026, buying an estimated $431K and bringing the position to 16,211 shares worth $3.52M. The position accounts for 0.75% of the portfolio, ranked #33.

MSH Capital Advisors first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • MSH Capital Advisors held 16,211 shares of Vanguard Small-Cap Value ETF worth $3.52M as of Q1 2026.
  • MSH Capital Advisors bought 1,928 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $431K.
  • Vanguard Small-Cap Value ETF made up 0.75% of MSH Capital Advisors's portfolio in Q1 2026, its #33 holding.
  • MSH Capital Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.