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Murphy & Mullick Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Murphy & Mullick Capital 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
Q1 		$489K Sell
2,249
-79
-3% -$17.7K 0.36% 66
2025
Q4 		$493K Sell
2,328
-180
-7% -$37.7K 0.36% 64
2025
Q3 		$523K Hold
2,508
– – 0.39% 59
2025
Q2 		$497K Hold
2,508
– – 0.4% 59
2025
Q1 		$467K Sell
2,508
-87
-3% -$17.2K 0.45% 57
2024
Q4 		$514K Buy
+2,595
New +$533K 0.47% 55

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

Murphy & Mullick Capital Management's VBR Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 3.4% in Q1 2026, selling an estimated $17.7K and leaving 2,249 shares worth $489K. The position accounts for 0.36% of the portfolio, ranked #66.

Murphy & Mullick Capital Management first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $523K in Q3 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Murphy & Mullick Capital Management held 2,249 shares of Vanguard Small-Cap Value ETF worth $489K as of Q1 2026.
  • Murphy & Mullick Capital Management sold 79 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $17.7K.
  • Vanguard Small-Cap Value ETF made up 0.36% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #66 holding.
  • Murphy & Mullick Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's Vanguard Small-Cap Value ETF position peaked at $523K in Q3 2025.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.