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Pinney & Scofield’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Pinney & Scofield’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 		– Sell
-192
Closed -$40.7K – 246
2025
Q4 		$40.7K Hold
192
– – 0.02% 118
2025
Q3 		$40.1K Hold
192
– – 0.02% 116
2025
Q2 		$37.4K Hold
192
– – 0.03% 111
2025
Q1 		$35.8K Hold
192
– – 0.03% 112
2024
Q4 		$38.1K Buy
+192
New +$39.4K 0.03% 109

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Pinney & Scofield's VBR Position: Q1 2026 in Review

Pinney & Scofield sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 192 shares — an estimated $40.7K sold.

Pinney & Scofield first reported a position in VBR in Q4 2024 and held it in 5 quarters. The position peaked at $40.7K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Pinney & Scofield reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Pinney & Scofield sold 192 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $40.7K.
  • Pinney & Scofield first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and held it in 5 quarters.
  • Pinney & Scofield's Vanguard Morningstar Small-Cap Value ETF position peaked at $40.7K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.