Nalls Sherbakoff Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$149K	Hold	705	–	–	0.11%	118
2025 Q3	$147K	Hold	705	–	–	0.1%	117
2025 Q2	$137K	Buy	705 +650	+1,182%	+$120K	0.1%	113
2025 Q1	$10.2K	Buy	+55	New	+$10.9K	0.01%	291
2023 Q4	$9.9K	Hold	55	–	–	0.01%	270
2023 Q3	$8.77K	Hold	55	–	–	0.01%	268
2023 Q2	$8.35K	Hold	55	–	–	0.01%	276
2023 Q1	$8.59K	Buy	+55	New	+$9.1K	0.01%	279
2018 Q4	$6K	Buy	+55	New	+$6.96K	0.01%	303

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nalls Sherbakoff Group's VBR Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q4 2025 at 705 shares worth $149K. The position accounts for 0.11% of the portfolio, ranked #118.

Nalls Sherbakoff Group first reported a position in VBR in Q4 2018 and has held it in 9 quarters since. 1,656 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

Nalls Sherbakoff Group held 705 shares of Vanguard Morningstar Small-Cap Value ETF worth $149K as of Q4 2025.
Nalls Sherbakoff Group left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q4 2025.
Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #118 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 9 quarters since.
1,656 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.