Prudential Financial
VBR icon

Prudential Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Prudential Financial’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
Q2 		$5.45M Sell
22,415
-7,253
-24% -$1.69M 0.01% 948
2026
Q1 		$6.45M Sell
29,668
-3,293
-10% -$736K 0.01% 811
2025
Q4 		$7.05M Hold
32,961
– – 0.01% 764
2025
Q3 		$6.88M Sell
32,961
-5,042
-13% -$1.03M 0.01% 774
2025
Q2 		$7.41M Hold
38,003
– – 0.01% 737
2025
Q1 		$7.08M Sell
38,003
-40,339
-51% -$7.97M 0.01% 710
2024
Q4 		$15.5M Sell
78,342
-25,565
-25% -$5.25M 0.02% 455
2024
Q3 		$20.9M Sell
103,907
-614
-0.6% -$118K 0.03% 441
2024
Q2 		$19.1M Sell
104,521
-11,371
-10% -$2.1M 0.03% 443
2024
Q1 		$22.2M Sell
115,892
-20,716
-15% -$3.74M 0.03% 418
2023
Q4 		$24.6M Sell
136,608
-12,643
-8% -$2.06M 0.04% 393
2023
Q3 		$23.8M Sell
149,251
-8,712
-6% -$1.46M 0.04% 393
2023
Q2 		$26.1M Buy
157,963
+3,809
+2% +$600K 0.04% 385
2023
Q1 		$23.4M Buy
154,154
+7,536
+5% +$1.25M 0.04% 409
2022
Q4 		$23.3M Buy
146,618
+6,853
+5% +$1.09M 0.04% 386
2022
Q3 		$20.2M Buy
139,765
+11,090
+9% +$1.76M 0.03% 439
2022
Q2 		$19.4M Buy
128,675
+4,174
+3% +$684K 0.03% 453
2022
Q1 		$21.9M Buy
124,501
+52,886
+74% +$9.19M 0.03% 462
2021
Q4 		$2.21M Buy
71,615
+62,042
+648% +$11M ﹤0.01% 1484
2021
Q3 		$1.63M Buy
9,573
+77
+0.8% +$13.2K ﹤0.01% 1564
2021
Q2 		$1.65M Sell
9,496
-5,607
-37% -$972K ﹤0.01% 1569
2021
Q1 		$2.5M Buy
15,103
+7,779
+106% +$1.23M ﹤0.01% 1345
2020
Q4 		$1.04M Sell
7,324
-50
-0.7% -$6.45K ﹤0.01% 1731
2020
Q3 		$816K Buy
7,374
+797
+12% +$89.3K ﹤0.01% 1740
2020
Q2 		$703K Buy
6,577
+1,175
+22% +$118K ﹤0.01% 1795
2020
Q1 		$480K Buy
5,402
+265
+5% +$32.1K ﹤0.01% 1922
2019
Q4 		$704K Buy
5,137
+477
+10% +$63.2K ﹤0.01% 1968
2019
Q3 		$601K Buy
4,660
+932
+25% +$119K ﹤0.01% 2002
2019
Q2 		$487K Buy
3,728
+571
+18% +$74.3K ﹤0.01% 2096
2019
Q1 		$406K Buy
+3,157
New +$402K ﹤0.01% 2147

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prudential Financial's VBR Position: Q2 2026 in Review

Prudential Financial reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 24% in Q2 2026, selling an estimated $1.69M and leaving 22,415 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #948.

Prudential Financial first reported a position in VBR in Q1 2019 and has held it in 30 quarters since. The position peaked at $26.1M in Q2 2023. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Prudential Financial held 22,415 shares of Vanguard Morningstar Small-Cap Value ETF worth $5.45M as of Q2 2026.
  • Prudential Financial sold 7,253 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.69M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Prudential Financial's portfolio in Q2 2026, its #948 holding.
  • Prudential Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Prudential Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $26.1M in Q2 2023.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Prudential Financial's 13F filing for Q2 2026, filed 12 Aug 2026.