Neuberger Berman Group
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Neuberger Berman Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Neuberger Berman 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 		– Sell
-3,896
Closed -$813K – 2197
2025
Q3 		$813K Sell
3,896
-72
-2% -$14.7K ﹤0.01% 1431
2025
Q2 		$774K Sell
3,968
-2
-0.1% -$370 ﹤0.01% 1437
2025
Q1 		$740K Sell
3,970
-117
-3% -$23.1K ﹤0.01% 1419
2024
Q4 		$810K Sell
4,087
-75
-2% -$15.4K ﹤0.01% 1372
2024
Q3 		$836K Sell
4,162
-215
-5% -$41.3K ﹤0.01% 1350
2024
Q2 		$799K Buy
4,377
+96
+2% +$17.7K ﹤0.01% 1346
2024
Q1 		$821K Sell
4,281
-4,093
-49% -$739K ﹤0.01% 1340
2023
Q4 		$1.51M Buy
8,374
+3,571
+74% +$583K ﹤0.01% 1361
2023
Q3 		$766K Sell
4,803
-117
-2% -$19.6K ﹤0.01% 1330
2023
Q2 		$814K Buy
4,920
+72
+1% +$11.3K ﹤0.01% 1304
2023
Q1 		$770K Sell
4,848
-906
-16% -$150K ﹤0.01% 1330
2022
Q4 		$914K Buy
5,754
+875
+18% +$139K ﹤0.01% 1267
2022
Q3 		$699K Sell
4,879
-1,619
-25% -$257K ﹤0.01% 1366
2022
Q2 		$974K Buy
6,498
+1,651
+34% +$271K ﹤0.01% 1285
2022
Q1 		$853K Hold
4,847
– – ﹤0.01% 1381
2021
Q4 		$867K Hold
4,847
– – ﹤0.01% 1400
2021
Q3 		$821K Sell
4,847
-1
-0% -$171 ﹤0.01% 1354
2021
Q2 		$842K Sell
4,848
-75,599
-94% -$13.1M ﹤0.01% 1371
2021
Q1 		$13.3M Buy
80,447
+75,596
+1,558% +$11.9M 0.01% 772
2020
Q4 		$690K Buy
4,851
+1,712
+55% +$221K ﹤0.01% 1341
2020
Q3 		$347K Buy
+3,139
New +$352K ﹤0.01% 1418

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

Neuberger Berman Group's VBR Position: Q4 2025 in Review

Neuberger Berman Group sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 3,896 shares — an estimated $813K sold.

Neuberger Berman Group first reported a position in VBR in Q3 2020 and held it in 21 quarters. The position peaked at $13.3M in Q1 2021. 1,659 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Neuberger Berman Group reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 3,896 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $813K.
  • Neuberger Berman Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and held it in 21 quarters.
  • Neuberger Berman Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $13.3M in Q1 2021.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Neuberger Berman Group's 13F filing for Q4 2025, filed 13 Feb 2026.